Adam Laird, MBA, CFA, CIM

President

Nearly 20 years ago, Adam set out to help Canadian families feel more confident about their financial futures. What began as a curiosity in investing quickly became a lifelong commitment to delivering an honest, transparent, and human financial experience.

Today, as the President of HighView, he takes great pride in developing deep client relationships focused on holistic wealth counseling.  Adam acknowledges that it’s a true privilege to partner with client families to ensure that their financial strategy evolves with them through every life stage whether they are accumulating wealth or preserving it for generations to come. 

He is a Chartered Financial Analyst (CFA) charter holder, the highest honour and most senior credential in the global investment management industry.  He also earned an MBA from Wilfrid Laurier University, where his research explored the evolving relationship between advisors and clients in Canada’s changing financial landscape.

At the heart of Adam’s work is a simple belief: when people truly understand their wealth, they make better decisions and live with greater confidence.

Adam currently resides with family in his hometown of Oakville, Ontario where he’s an active member of the community, including as a founding member of ‘Leaders for Change’, a local charitable initiative.