Adam Laird, MBA, CFA, CIM

Vice President & Principal

Adam has over 15 years of experience in the Canadian wealth management industry. This experience has been predominately focused on affluent families, providing him a strong background for helping his clients organize and grow their assets smartly and carefully.

His philosophical approach fully aligns with HighView’s investment philosophy: goals-based, transparent, and objective investment counselling.

Adam is determined and entrepreneurial driven. An honours undergraduate degree in business with a concentration in finance provided a strong start in the industry. 

As a commitment to bettering his clients financial experience, he is a Chartered Financial Analyst (CFA) charter holder – the highest honour and most senior credential in the global investment management industry.

Adam continued his academic journey by earning his MBA at Wilfrid Laurier University. Upon completion, his thesis on the Client Relationship Model (Phase II) proved to be very topical and revolutionary, as this financial services regulation is changing the wealth management space in Canada.

He combines his vast education and work experiences to deliver tactical and dynamic solutions to generations of family clients.

Adam currently resides in his hometown of Oakville, Ontario and currently serves as VP Finance of the Oakville Club.

 


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