Leadership

Our leadership team at Wellington-Altus has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Wellington-Altus Financial Inc.

Board Of Directors

Charlie Spiring

ICD.D

Founder & Chair
Wellington-Altus Financial Inc.

Senior Wealth Advisor, Spiring Wealth Management
Wellington-Altus Private Wealth Inc.

Colin Ryan

CFA, ICD.D

Vice-Chair
Wellington-Altus Financial Inc.

Senior Portfolio Manager & Senior Wealth Advisor
Wellington-Altus Private Wealth Inc.

Andrew Marsh

Independent Director
Wellington-Altus Financial Inc.

Maili Wong

CFA, CFP®, FEA

Board Member Wellington-Altus Financial Inc.

Senior Wealth Advisor & Senior Portfolio Manager, Wellington-Altus Private Wealth Inc.

Brian Hayward

Independent Director
Wellington-Altus Financial Inc.

David Feather

Independent Director
Wellington-Altus Financial Inc.

Susan Deleau

FCPA, FCA, ICD.D

Independent Director
Wellington-Altus Financial Inc.

Andrew Braithwaite

Independent Director, Wellington-Altus Financial Inc.

Greg Giordano

Independent Director
Wellington-Altus Financial Inc.

Executive Team

Shaun Hauser

Founder & CEO, Wellington-Altus Financial Inc.

Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.

Dennis Stewner

CPA, CA

Executive Vice-President, Chief Operating Officer, and Chief Financial Officer, Wellington-Altus Financial Inc.

Steph Condra

CFA, CAIA

Executive Vice-President, Chief Experience Officer, Wellington-Altus Financial Inc.

Jon Kilfoyle

CFA

Executive Vice-President, Investment Solutions Wellington-Altus Financial

President, Independent Advisor Solutions

Paul Beauregard

Executive Vice-President, Corporate Services

Wellington-Altus Financial Inc.

Frank Laferriere

CPA, CA/CF, ICD.D

Executive Vice-President, Digital Strategy and Compliance, Wellington-Altus Financial Inc.

President, Wellington-Altus USA Inc.

IN MEMORIAM.

Graham Robson

Senior Management Team

J.P. Lavoie

CFA

Senior Vice-President & Head of Corporate Development

David Wilson

Senior Vice-President, Advisor Efficiency

Gary Mayzes

Senior Vice-President & Regional Manager, Alberta

Todd Ferguson

Senior Vice-President & Regional Manager, Ontario & Eastern Canada

Jennifer Hochstein

Senior Vice-President and Regional Manager, British Columbia

Paul Tomlinson

Senior Vice-President & Regional Manager, Manitoba & Saskatchewan

Kathie Baran

Senior Vice-President, Operations

James Virgo

CFA, CFP, MBA

Senior Vice-President & Lead Portfolio Manager
Wellington Altus Private Wealth

Patricia Clark

Senior Vice-President, Human Resources

Kim Shilton

CIM

Senior Vice-President, Compliance & Chief Compliance Officer

Dan Dervaitis

Senior Vice-President,
Wealth Strategy & Advisor Enablement

Mark Rarog

CFA

Chief Investment Officer & Head Portfolio Manager

Kevin Knopp

CFP

Senior Vice-President, Practice Management

James Lawrence

Senior Vice-President, Marketing