Roy Adam Email
Senior Advisor @ CI Assante Wealth Management
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Roy Adam Location
- Calgary, AB, CA
Roy Adam Work
- 1998 -now Senior Advisor @
- 1998 -now Senior Financial Advisor @
- 1998 -2021 Branch Manager @
- 1993 -1998 VP, Provincial trading officer @ Vantage Securities
Roy Adam Education
- University of Waterloo
B.Sc. (B.Sc., Honours Science, chemistry)
1981-1985
Roy Adam Skills
- Investment Advisory
- Wealth Management
- Investments
- Asset Managment
- Strategic Financial Planning
- Portfolio Management
- Mutual Funds
- Retirement Planning
- Investment Strategies
- Retirement
- Wealth
- Financial Planners
- Estate Planning
- Financial Advisory
- Asset Management
- Securities
- Equities
- Financial Services
- Asset Allocation
- Personal Finance
- Insurance
- Alternative Investments
- Financial Risk
- Microsoft Excel
- Sales
- Social Media
- Management
- Business Development
- Public Relations
- Strategy
Roy Adam Summary
- Roy Adam, based in Calgary, AB, CA, is currently a Senior Advisor at CI Assante Wealth Management. Roy Adam brings experience from previous roles at Assante Capital Management Ltd. and Vantage Securities. Roy Adam holds a 1981 - 1985 B.Sc. in B.Sc., Honours Science, chemistry @ University of Waterloo. With a robust skill set that includes Investment Advisory, Wealth Management, Investments, Asset Managment, Strategic Financial Planning and more. Roy Adam has 1 emails on RocketReach.
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