The Advantaged Investor

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Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast.
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Insights and Strategies
August 2, 2022
It was House Stark of Winterfell that ruled the North from their fortress in Winterfell, in the hit fantasy TV series Game of Thrones.
Markets & Investing
How Cyber Savvy Are You?
Cyberattacks are North America’s fastest-growing crime. Review these tips for keeping your personal information safe.
Life Events, Lifestyle & Technology
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Social Security, CPP and OAS: What happens when you have worked on both sides of the border?
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning
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Estate Freeze 101
If the value of your corporation has appreciated over the years and it is expected to continue to grow, you may want to consider an estate freeze.
Retirement & Estate Planning
Healthy Wealthy and Wise
The connection between financial wellness and health can have benefits for your employees and your business.
Business Ownership
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Quarterly Asset Allocation
July 19, 2022
Abraham Maslow once said, “If the only tool you have is a hammer, everything looks like a nail”.
Markets & Investing

Nadeem Kassam, CFA®, MBA
Head of Investment Strategy

Nadeem has over 10 years of capital market experience. Prior to joining Raymond James, he worked at a bank owned brokerage, co-managing six North American strategies with top-quartile performance, helping to grow AUM in the portfolios to over $3 billion. Nadeem is a CFA charterholder and earned his MBA from York University’s Schulich School of Business.
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Larbi Moumni, CFA®
Portfolio Manager & Snr. Equity Specialist

Larbi provides equity portfolio construction solutions and insights. He is responsible for stock selection, equity idea generation, day-to-day operations of the guided portfolios, and due diligence on portfolio holdings. Larbi holds a Bachelor of International Business from Carleton University, is a CFA charterholder, and a registered portfolio manager.
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Larry Adam
Chief Investment Officer

Larry Adam joined Raymond James in 2018 as the chief investment officer for Private Client Group. He has been featured prominently on CNBC and Bloomberg and is frequently quoted in well-known publications such as the Wall Street Journal, Barron’s and the International Herald Tribune.
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Ed Mills
Washington Policy Analyst

Ed Mills has more than 15 years of Washington, D.C. experience and concentrates on the impact of Wall Street reform, housing finance policy and corporate taxation policy on the financial markets. His work has been featured extensively in media outlets including the Wall Street Journal, New York Times, Washington Post, American Banker, and CNBC.
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Mike Gibbs
Director of Portfolio & Technical Strategy

Mike Gibbs oversees the four model portfolios offered by the Portfolio & Technical Strategy team and is responsible for U.S. equity sector research and recommendations. His insights have been featured across financial news networks including Fox Business, CNBC and Bloomberg as well as in well-known print publications.
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Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at www.cipf.ca. 3Macs, MacDougall, MacDougall & MacTier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.

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