Adam Carris

Cross Border Financial Planner

B. Comm., CFA, CFP®, CIM, TEP

 

Email: acarris@mcacrossborder.com
Telephone:  778-504-8495

Adam is a Cross Border Financial Planner at MCA Cross Border Advisors Inc.

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.

EDUCATION
  • Bachelor of Commerce (B. Comm.), McGill University, 2017
 
CERTIFICATIONS & MEMBERSHIPS
  • CFA Charterholder
  • Certified Financial Planner® (Canada)
  • Trust & Estate Practitioner (TEP), Canada
  • Chartered Investment Manager (CIM), Canada
  • Member of Advocis, Financial Advisor Association of Canada

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Elena Trigiani

Elena Trigiani

Director of Operations

Brandon Davies

Brandon Davies

Senior Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Senior Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Senior Cross Border Financial Planner

Adam Carris

Adam Carris

Cross Border Financial Planner

Georgia Weaver

Georgia Weaver

Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Kelvin So

Kelvin So

Senior Investment Analyst

Casper Wong

Casper Wong

Senior Cross Border Tax Associate

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

Nakeita McKnight-Monrose

Nakeita McKnight-Monrose

Client Services & Administration Specialist

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