RYAN ELLIOTT, CIM
Wealth Consultant, Client Relationships
Ryan Elliott, CIMĀ®, is a Wealth Consultant at Cidel, where he advises successful families, entrepreneurs, professionals, trusts, and estates on investment management and wealth planning matters. He works closely with clients to develop customized strategies designed to preserve, grow, and transfer wealth across generations.
Ryan joined Cidel in 2019 and brings more than a decade of investment industry experience, including six years in asset management. His areas of focus include portfolio management, trust and estate planning, family governance, and helping clients navigate liquidity events and other complex financial transitions.
Ryan studied Business Administration at Florida Gulf Coast University and holds an Advanced Diploma in Wealth Management from Sheridan College. He is also a Chartered Investment Manager (CIMĀ®).
Beyond his professional responsibilities, Ryan serves on the Impact Investment Committee of the Oakville Community Foundation, where he helps evaluate investment opportunities that seek to generate both long-term financial returns and meaningful social and community impact.
Known for his relationship-driven approach, Ryan works closely with clients and their advisors to simplify complex financial matters and deliver thoughtful, personalized advice that evolves alongside their needs.