Investment Advisors

Adrian Montoya

Adrian Montoya, BCom. RIS

Investment Advisor, Credential Securities




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.


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

Your financial well-being comes first

Welcome to a better way to bank. Our knowledgeable team puts your financial well-being first with good, caring and transparent advice while offering all the products and services you need.
Stay in touch. Be the first to know about news, promotions and announcements. Signup Now!