Wealth

Investment Advisors

Adrian Montoya

Adrian Montoya, BCom. RIS

Investment Advisor, Credential Securities

Adrian.montoya@alternawm.ca
613.560.6643

 

BACKGROUND

I started as an Investment Advisor with Credential Securities in 2014. Prior to that, I worked at a major Canadian financial institution for 10 years where I provided investment planning advice and together with my team, managed the financial needs of clients.

I became an Investment Advisor because I’m extremely interested in helping my clients formulate a personalized investment plan to address their unique objectives and achieve their long-term financial goals.

Over my career in the financial services industry, I’ve gained extensive experience and knowledge in investment planning. I work hard to be available to members as much as possible, and when they do reach me, they can expect to work with a strong listener and communicator. I have a strong customer service orientation and can provide timely and effective solutions to help members meet their financial objectives.


EDUCATION

My academic background includes a Bachelor of Commerce degree from the University of Ottawa. I have also successfully completed several industry-related courses from the Canadian Securities Institute, including the Canadian Securities Course, Conduct & Practices Handbook Course and Wealth Management Essentials Course.  

Mutual funds and other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.

IIROC Advisor Report

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