Leadership

Our leadership team at Wellington-Altus Private Wealth 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 & Senior Investment Advisor, Chairman, Wellington-Altus Financial Inc.

Todd Degelman

MBA

Founder & Senior Investment Advisor, Vice-Chairman, Wellington-Altus Financial Inc.

Maili Wong

CFA, CFP®, FEA

Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager, Director, Wellington-Altus Financial Inc.

Colin Ryan

CFA, ICD.D

Executive Vice-President, Senior Portfolio Manager, Director, Wellington-Altus Financial Inc.

Brian Hayward

Independent Director, Wellington-Altus Financial Inc.

David Feather

Independent Director, Wellington-Altus Financial Inc.

Wellington-Altus Private Wealth Inc.

Advisory Board

Charlie Spiring

ICD.D

Founder & Senior Investment Advisor, Chairman, Wellington-Altus Financial Inc.

Todd Degelman

MBA

Founder & Senior Investment Advisor, Vice-Chairman, Wellington-Altus Financial Inc.

Andrew McQuiston

Executive Vice-President, Senior Portfolio Manager, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Kelly Demo

CPA, CA, CFP®

Executive Vice-President, Senior Wealth Advisor & Associate Portfolio Manager, Managing Director, Wellington-Altus Private Wealth Advisory Board

Craig Baun

B.Comm

Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Ryan Henderson

CIM®, FMA, PFP®, FCSI®

Executive Vice-President, Senior Wealth Advisor & Senior Portfolio Manager, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Gord Love

CPA, CA, CFP®

Executive Vice-President, Senior Portfolio Manager, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Dean Bradshaw

Executive Vice-President, Senior Investment Advisor, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Roderick Mahrt

BA, FCSI, CIM®

EVP, Senior Investment Advisor & Senior Portfolio Manager, Managing Director, Wellington-Altus Private Wealth Advisory Board

Andrew P. Greene

MBA, CFA, CFP®

Founder, Executive Vice-President & Senior Investment Advisor, Vice-Chair, Wellington-Altus Private Wealth Advisory Board

Executive Team

Shaun Hauser

Founder & President

Jordy Chilcott

CFP®

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

Paula Kaner

CPA, CA

Executive Vice-President & Chief Risk Officer

Trevor Coates

CPA, CA

Executive Vice-President, Chief Financial Officer, Senior Investment Advisor

Daniel Stoller

CPA, CA

Executive Vice-President, Chief Operating Officer

Blaine Coates

CPA, CA, FCSI®

Founder, Executive Vice-President & Senior Investment Advisor

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 & Regional Manager – Western Canada

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

Raymond W. Sawicki

MBA, CFA

SVP, Advisor & Managed Platforms and Lead Portfolio Manager