With a deep understanding of client needs and objectives, Elliott provides comfort and clarity for clients with robust financial planning and collaboration with portfolio managers.
Elliott has over 15 years of finance experience, ranging from credit and financial analysis to comprehensive planning and portfolio management. Prior to joining First Avenue, Elliott led the Family Wealth Advisory group of Welch LLP, supporting high-net-worth families with comprehensive wealth strategies.
Elliott holds both a Bachelor of Commerce (BComm) and a Master of Science (MSc – Management) from the University of Ottawa and is passionate about building stronger communities in the city he calls home. He volunteers on the Board of the Bruyere Foundation, the Board of the Ottawa Dragon Boat Festival and Foundation, the Ottawa Regional Cancer Foundation Leadership Council, and the Ottawa Food Bank investment advisory committee.
Outside the office, Elliott plays a wide range of sports (golf, hockey, tennis, pickleball) and dabbles on the piano.