Adam Brookes
Investment Advisor @Richardson Wealth
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2013 — Present
Investment Advisor @Richardson Wealth
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We are Canada’s largest independent wealth management firm, entrusted with over $25 billion in client assets. Our focus: to protect and enhance your wealth. Our difference: an independent partnership structure that ensures accountability to our clients and alignment with their interests.
SKILLS
Financial AnalysisAsset AllocationFinancial AdvisoryPortfolio ManagementInvestmentsWealth ManagementAsset ManagementMutual FundsEquitiesInvestment AdvisoryRetirement PlanningInvestment StrategiesSecurities
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