About Our People

Elliott Bourgeois

M.Sc.,CFP
Manager, Family Wealth Advisory Group

“It’s exciting to work with the brilliant analytical minds here at Welch. The broad range of expertise, a penchant for lifelong learning, and an ingrained sense of collaboration provides unparalleled value to our clients. I’m very proud to be part of the Welch team.”

Elliott Bourgeois is a Certified Financial Planner (CFP) who received his Master of Science (MSc) and Bachelor of Commerce (BComm) from the Telfer School of Management at the University of Ottawa, both in Finance, and began working with Welch LLP in 2018. Previously, he’s taught finance fundamentals through UofO, followed by finance roles at one of Canada’s large financial institutions and export credit agency.

Elliott’s role is to lead the Family Wealth Advisory Group’s financial planning process. Elliott will fully leverage the in-house Welch expertise in tax, estate, and retirement planning, and bridge the investment management expertise of our portfolio management partner, Harness Investment Management. The result is a tax-advantaged intergenerational wealth strategy built by your trusted advisors at Welch. Should you prefer to discuss personal finance in a more informal setting, Elliott would be happy to chat while lacing up the skates or walking up the fairway!

Quick Facts

Joined Welch in

2018

Education

BComm University of Ottawa 2010, MSc Management University of Ottawa 2014, CFP – FP Canada, 2020.

Hobbies/ talents

Golf, hockey, board games, MTG, piano, ironing

Most memorable vacation

My first and only time in South America was spent motorcycling across Nicaragua while scaling volcanoes and surfing (well, more accurately, trying to surf!)

Location

Ottawa

Phone

613-236-9191 #107

LinkedIn

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