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Adam McHenry, CFA, MBA - Raymond James Ltd.

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Phone

416 9016500

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Service Number

n/a

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Fax Number

n/a

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Last Updated On

Jan. 8, 2026, 10:51:34 a.m.

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507 Lakeshore Road East

L5G 1H9MississaugaOntario

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Listing ID

47486684

About Adam McHenry, CFA, MBA - Raymond James Ltd.

Adam joined Raymond James in 2020 after spending 12 years growing a successful Financial Advisor practice that is structured so his clients get proactive, personalized financial advice that provides life-long security and peace of mind. As a Chartered Financial Analyst and Registered Representative, Adam brings a depth of knowledge and experience to his clients. With two decades of professional experience, he's helped hundreds of people reach their personal finance goals and currently manages a discretionary portfolio with approximately $230 million in assets. Adam is also registered in the U.S. and can assist clients with cross-border financial needs. When he's not managing portfolios, Adam is deeply engaged in his community and family.

Keywords

wealth managementfinancial planninginvestment advisorportfolio managementretirement planningestate planningeducation planningcharitable giving strategieslongevity planningcross border investingtax-efficient investingwealth preservationlegacy planningtrust serviceshigh net worth planningfiduciary advisorasset allocationholistic financial adviceprivate wealth advisorrisk management

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Opening Hours

Monday

9:00 a.m. - 5:00 p.m.

Tuesday

9:00 a.m. - 5:00 p.m.

Wednesday

9:00 a.m. - 5:00 p.m.

Thursday

9:00 a.m. - 5:00 p.m.

Friday

9:00 a.m. - 5:00 p.m.

Saturday

Closed

Sunday

Closed

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