“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) and Chartered Investment Manager (CIM) 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. Passionate about building a stronger community here in Ottawa, Elliott volunteers on several Boards and Committees including the Ottawa Food Bank, the Ottawa Regional Cancer Foundation, the Ottawa Board of Trade, and the Ottawa Dragon Boat. He’s also spearheaded several fundraising events, notably the Hip Heals and Ottawa Corporate Cup, raising over $100k for local charities, and volunteers as a mentor with BGC Ottawa.
Elliott’s role is to lead the Family Wealth Advisory Group by fully leveraging the in-house Welch expertise in tax, estate, and retirement planning, while bridging the investment management expertise of our portfolio management partner, Harness Investment Management (powered by Purpose Investments). 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!
Joined Welch in
BComm University of Ottawa 2010, MSc Management University of Ottawa 2014, CFP – FP Canada, 2020.
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!)
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