Introducing Adam Beaudin-Ball

Adam Beaudin-Ball is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) with 25 years of experience, specializing in building client wealth and retirement income planning. Backed by industry-leading support and an independent culture at Raymond James Ltd. and Raymond James (USA) Ltd., Adam provides clients with confidence and peace of mind.

Adam's professional satisfaction comes from providing a consistent level of good service, being organized, being responsive, and providing transparent advice to clients who are engaged in building a solid financial foundation for themselves and future generations. Using his experience, strong work ethic, and academic background to simplify finance, Adam ensures that long and short-term financial goals are achieved.

Adam provides comprehensive financial plans offering a wide range of investment, estate, and trust services. These financial plans benchmark progress, provide strategies to bridge any shortfalls, and help focus clients on the long term during times of market volatility. Once the financial plan is implemented, Adam offers a very systematic contact schedule. This ensures a disciplined approach to meeting your financial objectives as efficiently as possible.

For clients with U.S. cross-border investments, Adam is licensed through Raymond James (USA) Ltd. to simplify tax reporting, investment management, and estate planning at one point of contact.

After completing a B.Comm from the University of British Columbia in 1996, Adam obtained the Certified Financial Planner designation in 1999, the Financial Management Advisor designation in 2005, the Chartered Investment Manager designation in 2020, and the Wealth Management Essentials Course in 2022. Adam has coached basketball and cross-country running, and continues to be an active volunteer. Adam completed his first Half Ironman in 2019, his first full marathon in 2019, and continues to enjoy open-water swimming, running, and cycling.