Elliott Bourgeois

M.Sc.
Manager, Wealth Management Services
Ottawa

“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 received his Master of Management Science (MSc) and Bachelor of Commerce 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.

With a passion for continuous improvement, Elliott continues his enrichment as a CFA level II candidate. Elliott’s role is to help lead the Wealth Management Services division, helping clients fully leverage the in-house Welch expertise for a holistic view of tax-efficient asset accumulation and eventual conversion to income. When not in the office, he can usually be found missing fairways and scrambling for pars.

Quick Facts

Joined Welch in

2018

Education

BComm University of Ottawa 2010, MSc Management University of Ottawa 2014, studies continue as a CFA II candidate.

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!)