“A talented and methodical sales professional that took the time to be prepared and readied his approach with precision and professionalism. A smart and talented individual that was a pleasure to work along side.”
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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La semaine dernière, j'ai eu l'occasion de participer au méchoui FIAMtl 2024 au club Paddock sur la piste du célèbre Grand Prix de F1 de Montréal…
La semaine dernière, j'ai eu l'occasion de participer au méchoui FIAMtl 2024 au club Paddock sur la piste du célèbre Grand Prix de F1 de Montréal…
Liked by Adam Elliott
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Just wrapped up an incredible time at the Dynamic Funds National Sales Meeting here in Toronto! It’s always inspiring to connect with the dynamic…
Just wrapped up an incredible time at the Dynamic Funds National Sales Meeting here in Toronto! It’s always inspiring to connect with the dynamic…
Liked by Adam Elliott
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Friends and family are the people we choose to love, support, care for, learn from, and grow with. Don't overlook the power of investing those…
Friends and family are the people we choose to love, support, care for, learn from, and grow with. Don't overlook the power of investing those…
Liked by Adam Elliott
Experience
Education
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Activities and Societies: Soccer and Rugby Teams, 1988-1992
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- 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.
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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
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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.
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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
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Assistant Coach
Toronto Leaside Girls Hockey Association (GHA)
- 1 year
Children
Assistant Coach for my daughter's hockey team
Languages
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French
Native or bilingual proficiency
Recommendations received
1 person has recommended Adam
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