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.________________________________________________________________________________________________________________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.
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President And CeoIa Private WealthToronto, On, Ca -
PresidentIa Private Wealth Apr 2023 - PresentToronto, Ontario, Canada -
President & Ceo, Ia Clarington InvestmentsIa Clarington Investments Apr 2021 - Sep 2023Toronto, Ontario, CanadaCEO and President of iA Clarington Investments. National Sales Manager. Ultimate Designated Person (UDP) for the conduct and supervision of its employees and approved persons.Board Member - iA Clarington Investments -
Senior Vice President, National Sales ManagerIa Clarington Investments Jun 2018 - Apr 2021Toronto, Ontario, CanadaI lead the national sales team at iA Clarington. I also work closely with the iA dealer network to align product and sales strategies for their channels. -
Regional Vice President, Ontario SalesDynamic Funds Apr 2017 - Mar 2018Toronto, Ontario, Canada -
Vp, Senior Executive Business DevelopmentDynamic Funds Apr 2000 - Apr 2017TorontoI progressed from a client service representative in 2000 to an inside sales role from 2001 to 2005 to regional sales manager for York Region for Dynamic Funds, working with financial advisors in the area from 2005 to April 2017. Lastly, I managed Dynamic Funds' Ontario sales team. -
Insurance Claims SpecialistCmr Intrum Justitia Ltd May 1995 - Aug 1999Insurance underwriter: Set and monitored credit ratings for UK and International companies trading with our UK exporter client-base.
Adam Elliott Skills
Adam Elliott Education Details
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History -
Liberal Arts And Sciences/Liberal Studies -
High School -
The Strategic CoachEntreprenneurship / Entreprenneurial Studies -
Canadian Securities InstituteVarious Industry Courses, Finance And Financial Management Services
Frequently Asked Questions about Adam Elliott
What company does Adam Elliott work for?
Adam Elliott works for Ia Private Wealth
What is Adam Elliott's role at the current company?
Adam Elliott's current role is President and CEO.
What schools did Adam Elliott attend?
Adam Elliott attended Mcgill University, Cegep - John Abbott College, Loyola High School Of Montreal, The Strategic Coach, Canadian Securities Institute.
What skills is Adam Elliott known for?
Adam Elliott has skills like Mutual Funds, Wealth Management, Investment Strategies, Investment Advisory, Investments, Investment Management, Securities, Retirement Planning, Financial Services, Asset Management, Portfolio Management, Alternative Investments.
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Adam Elliott
Greater Montreal Metropolitan Area -
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