Adam Carris

​Bringing over 5 years’ experience in the wealth management industry, Adam combines an empathetic personality with an analytical mind, and strives to understand each client’s unique situation in order to help them achieve their goals. With experience in estates, insurance, and investment management, he takes pride in providing a holistic wealth management approach to designing customized financial strategies.

Before joining MCA Cross Border Advisors, Adam worked as a Wealth Advisor and Portfolio Manager, where he guided clients with respect to their financial goals. Adam has a love of learning, which has pushed him to see success at McGill University where he obtained his Bachelor of Commerce (B. Comm.), and then multiple professional designations including the CFA, CFP, CIM, and TEP.

When Adam is not in the office, you will likely find him playing sports with friends, planning an exotic trip, or boarding yet another plane. As an avid world-traveler, he is always seeking new perspectives and will rarely say no to a good adventure.