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.

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.

Paul Beauregard

Executive Vice-President, Corporate Services

Wellington-Altus Financial Inc.

Jon Kilfoyle

CFA

Executive Vice-President, Platforms & Products, Wellington-Altus Financial Inc.

President, Wellington-Altus Private Counsel 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

Michelle Connolly

CPA, CA, TEP, FEA, CFP®

Senior Vice-President, Advanced Tax & Estate Planning

Danielle Nichol

Chief Marketing Officer

J.P. Lavoie

CFA

Senior Vice-President & Head of Corporate Development

David Wilson

Senior Vice-President, Operations

Gary Mayzes

Senior-Vice President & Regional Manager, Western Region

Raymond W. Sawicki

MBA, CFA

Senior Vice-President, Advisor & Managed Platforms and Lead Portfolio Manager

Christian Perreault

Senior Vice-President & Regional Manager, Quebec

Todd Ferguson

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

Daniel Stoller

CPA, CA

President, Wellington-Altus Private Counsel Inc.

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