Member

Adam Malcolm

Toronto

IG Wealth Management

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Adam Malcolm

Member Bio

(This member hasn't written a bio yet!)

Ever wondered how to make your love for the arts change the world?

It's no secret that growing your wealth while supporting the arts is challenging. Many entrepreneurs and philanthropists in the arts struggle to use their financial success for sustainable community impact.

What I do is simple: I provide strategic financial planning and philanthropic guidance tailored to harmonize your wealth with your passion for the arts. I help you manage your wealth so that it enriches your personal values and cultural interests.

I’ve successfully guided numerous clients in turning their financial portfolios into engines of cultural patronage and community development. This not only boosts their personal fulfillment but amplifies their societal contributions.

I’m Adam Malcolm, an actor and singer turned financial planner, uniquely specializing in helping philanthropic-minded business leaders and newcomers to philanthropy in the arts. I work with purpose-driven individuals to ensure their financial strategies align with their personal goals and make a lasting impact on the community.

As a member of the Canadian Association of Gift Planners (CAGP), and a holder of the Master Financial Advisor – Philanthropy (MFA-P) designation, charitable giving is a core part of who I am. I am active in the Toronto arts scene and a key member on the board of directors for several charities, I make giving back to the community – through dollars or through time – a part of our plan.


Ready to grow more than just your wealth? Let’s transform you into a force for positive change.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Crossborder Planning (Canada/Other)
Crossborder Planning (US/Canada)
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Investment Management
SRI
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Insurance Commission
Fee based (AUM)

Professional Associations

Advocis

Education

University

Assets Under Management

10,000,000-50,000,000

Practice Size

2 to 5

Investment License

Mutual Fund

Provinces Licensed (Investment)

Alberta
Ontario
While this Information is considered to be true and correct at the date of original publication, changes in circumstances after the time of publication may impact on the accuracy of the data on this member profile. The Information on this profile may change without notice. Please review our Terms of Use and Privacy Policy. Contact the member directly, or the Financial Planning Association of Canada for the latest and most accurate data.