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 & Chairman, Wellington-Altus Financial Inc.

Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.

Todd Degelman

MBA

Founder & Vice-Chairman, Wellington-Altus Financial Inc.

Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.

Maili Wong

CFA, CFP®, FEA

Board Member Wellington-Altus Financial Inc.

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

Colin Ryan

CFA, ICD.D

Board Member, Wellington-Altus Financial Inc.

Senior Portfolio Manager & Senior Wealth Advisor, 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

Independent Director, Wellington-Altus Financial Inc.

Andrew Braithewaite

Independent Director, Wellington-Altus Financial Inc.

Executive Team

Shaun Hauser

Founder & CEO, Wellington-Altus Financial Inc.

Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.

Jordy Chilcott

CFP®

President, Wellington-Altus Private Wealth Inc.

Executive Vice-President, Wealth Strategy & Enablement, Wellington-Altus Financial Inc.

Paula Kaner

CPA, CA

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

Trevor Coates

CPA, CA

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

Senior Investment Advisor, Wellington-Altus Private Wealth Inc.

Daniel Stoller

CPA, CA

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

Blaine Coates

CPA, CA, FCSI®

Founder & Executive Vice-President, Wellington-Altus Financial Inc.

Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.

IN MEMORIAM

Graham Robson

Senior Management Team

Dan Taylor

Executive Vice-President, Corporate Development & Regional Sales - Eastern Canada

Michelle Connolly

CPA, CA, TEP, FEA, CFP®

Senior Vice-President, Advanced Wealth Planning

Danielle Nichol

Senior Vice-President, Marketing

J.P. Lavoie

CFA

Senior Vice-President & Head of Corporate Development

David Wilson

Senior Vice-President, Operations

Jerry Thomas

MBA

Senior Vice-President, Wealth Strategy & Advisor Consulting

Gary Mayzes

Senior Vice-President & Regional Manager, AB, SK, MB

Tracey Stern

Senior Vice-President, Chief Compliance Officer* & Lead Regulatory Counsel

Raymond W. Sawicki

MBA, CFA

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

Christian Perreault

Senior Vice-President & Regional Manager, Quebec

Tim Traill

Senior Vice-President & Chief Technology Officer

Martin Pelletier

CFA

Senior Portfolio Manager

Jennifer Mullen-Bérubé

MBA, ICD.D, CCE

Senior Vice-President, Digital Advisor Experience & Operations