Adam Beaudin-Ball

Adam Beaudin-Ball is a Senior Financial Planner at Raymond James, providing comprehensive investment and financial planning services since September 2022. Prior experience includes roles as a Financial Planner at RBC from August 2004 to September 2022, as well as a Financial Advisor at CIBC from January 2000 to August 2004, focusing on personal finance. Adam's financial career began as a Financial Services Officer at TD from July 1994 to January 2000, where credit skills were developed across various products. Educational credentials include a Bachelor's degree in Commerce from The University of British Columbia and multiple certifications from the Canadian Securities Institute, including Chartered Investment Manager and CFP credentials from the Financial Planning Standards Council.