The Wellington-Altus Advisory Council brings advisors together to share their expertise, insights, and ideas to help shape the future of Wellington-Altus.
As a firm built on a partnership model, we believe it’s essential to keep both the client experience and advisor perspective at the heart of our strategic decisions. That’s why this group meets regularly—to collaborate on solutions that benefit their clients, their practices, and the firm.
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Portfolio Manager & Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.
Vice-Chair, Wellington-Altus Financial Inc.
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Investment Advisor
Advisory Council Co-Chair
Wellington-Altus Private Wealth
Senior Wealth Advisor, Senior Portfolio Manager
Advisory Council Co-Chair
Wellington-Altus Private Wealth
Senior Wealth Advisor & Senior Portfolio Manager, Wellington-Altus Private Wealth Inc.
Board Member Wellington-Altus Financial Inc.
Senior Investment Advisor
Wellington-Altus Private Wealth
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor, Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.
Founder, Wellington-Altus Financial Inc.
