Adam Elliott

Adam Elliott

Toronto, Ontario, Canada
4K followers 500+ connections

About

With 25+ years of experience in finance at integrated wealth firms, I am a passionate follower of capital markets, investment trends, behavioral finance and the evolving investment advice industry in Canada.

I am the president of iA Private Wealth (iAPW), one of Canada's largest independent advisory full service dealers, with over $56B in assets under administration. iAPW is dually licenced as registered primarily as a Registered Representative (RR), offering full-service products and services, Portfolio Managers (PM), Associate Portfolio Managers (APM) and Investment Representatives (IR).

I have been president of a leading asset manager, managed national sales teams and now proudly head one of Canada's leading independent full service brokerage dealers.

I speak and write French and English fluently and serve on the executive leadership team at iA Wealth, and on the iA Private Wealth Board of Directors.

In my free time, I enjoy mentoring young people, watching my kids' hockey in freezing arenas, mountain biking Ontario's trails and maintaining trails for hiking and MTB.
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Avec plus de 25 ans d'expérience en finance au sein de sociétés de gestion de patrimoine intégrées, je suis un adepte passionné des marchés des capitaux, des tendances en matière d'investissement, de la finance comportementale et de l'évolution du secteur du conseil en investissement au Canada.

Je suis président de iA Gestion privée de patrimoine (iAPW), l'un des plus grands courtiers-conseils indépendants de plein exercice au Canada, avec plus de 56 milliards de dollars d'actifs sous administration. iAPW est doublement agréé et enregistré principalement en tant que représentant inscrit (RR), offrant des produits et services complets, des gestionnaires de portefeuille (PM), des gestionnaires de portefeuille associés (APM) et des représentants en investissement (IR). En 2023, nous avons également reçu notre inscription à titre de courtier en épargne collective.

Je parle et j'écris couramment le français et l'anglais et je fais partie de l'équipe de direction de iA Patrimoine ainsi que du conseil d'administration de iA Gestion privée de patrimoine.

Dans mes temps libres, j'aime encadrer des jeunes ayant une ambition entrepreneuriale, regarder du hockey pour enfants dans des arènes glaciales, faire du bénévolat à la patinoire locale, faire du montain bike sur les sentiers de l'Ontario et des sentiers de sciage à la chaîne pour le mountain bike.

Activity

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Experience

  • iA Private Wealth Graphic

    iA Private Wealth

    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Toronto, Ontario, Canada

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    Toronto

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Education

  •  Graphic

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    Activities and Societies: McGill Intramural Hockey

    Honours Bachelor Degree in History and Political Science

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    Activities and Societies: Soccer and Rugby Teams, 1988-1992

  • - Present

    The Strategic Coach Inc. is an entrepreneurial coaching company committed to providing useful and expansive thinking tools and structures and the growth-oriented community that top entrepreneurs need to make their most unique and valuable contributions, achieve their biggest goals, and enjoy an uncompromising quality of life.

  • Partners, Directors and Senior Officers Course
    Canadian Securities Course
    Enhanced KYC and Suitability
    Know Your Product
    Conflict of Interest
    Client Focused Reforms and Relationships
    Protecting Older and Vulnerable Clients
    Hedge Fund and Liquid Alternatives

Volunteer Experience

  • Rink flooder, boards replacer, community organizer

    Fairmount Park Icemasters

    - Present 17 years 9 months

    Children

    I have volunteered for many years building and maintaining a community rink in the Beaches neighbourhood at Toronto's oldest outdoor volunteer-run rink. I have been a member of the Executive Committee which manages a team of over 60 volunteer and liaises with our city councillor and city parks representative to maintain a popular rink for the community I live in.

  • Head Coach

    Beach Community Soccer League

    - 7 years 6 months

    Children

    Head Coach of my daughter's team in the Beach Community Soccer League in Toronto, Ontario

  • Assistant Coach

    Toronto Leaside Girls Hockey Association (GHA)

    - 1 year

    Children

    Assistant Coach for my daughter's hockey team

Languages

  • French

    Native or bilingual proficiency

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