Adam Malcolm

Adam Malcolm

MFA-P, CFP, RIS 

Consultant

Investors Group Financial Services Inc.

Investors Group

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About —

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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 to give back. 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 wealth into engines of cultural patronage and community development. This not only boosts their personal fulfillment but amplifies their societal impact.

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 families 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 Master Financial Advisor – Philanthropy (MFA-P), charitable giving is a core part of who I am. I am active member on the board of directors for several charities and 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.

Team —

A real financial plan

Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.

Associations and Community —

Associations

Member, Canadian Association of Gift Planners
2022 - Present
Member, Responsible Invesment Association (RIA) Canada
2021 - Present

Community

Board Member, Toronto Chamber Choir
2023 - 2024
Treasurer, Toronto Chamber Choir
2021 - 2023
Treasurer, Canadian Art Song Project
2021 - 2023

general inquiries —

199 Bay Street, Suite 2100
Toronto, ON M5L 1E2

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