Adam Brookes, B.Mgmt , CIM®
Senior Investment Advisor
A seasoned Senior Investment Advisor with Richardson Wealth, Adam knew early in his career that he wanted to help others grow their wealth. Since 2007, he has worked to advance his clients’ financial goals. Adam’s approach to wealth management is rooted in his belief that protecting capital is just as important as growing it. He also holds a foundational belief that his reputation is his currency – over the years, he has built trust with his clients, forging relationships, creating opportunities, and collaborating on goals.
The global financial crisis reaffirmed Adam’s view on investment strategy, underscoring the importance of a disciplined, balanced approach to protect his clients’ assets while offering opportunities for growth. In 2013, Richardson Wealth acquired Macquarie Private Wealth, where Adam’s unique approach and past experiences complemented the business transition from Macquarie to Richardson. During this time, he found a niche in growing his client base of professionals, entrepreneurs, and high-net-worth families.
Adam is an alumni of Red Deer College, where he played college hockey and graduated with a diploma in Business Administration. Following his time at RDC, he obtained a Bachelor of Management degree from the University of Athabasca before starting his career in financial services.
Outside the office, Adam likes to stay active by playing hockey, visiting the gym, golfing, and hiking trails in Banff National Park. He also enjoys major local sporting events and spending time with his niece and nephew – Scarlette and Kingston.