Our Advisors

Ian Love

CFA, FEA

Investment Advisor, Portfolio Manager

Wellington-Altus Private Wealth

Rosedale Family Office

Larry R. Lovis

CFP®, B.A. Econ, B.A. Poli Sci

Senior Wealth Advisor

Wellington-Altus Private Wealth

Lovis & Partners Private Wealth

Clark Lowry

CFP® CIM®

Senior Wealth Advisor, Associate Portfolio Manager

Wellington-Altus Private Wealth

Lowry Wealth Planning

Darren Luck​

CIM®

Senior Wealth Advisor & Portfolio Manager

Wellington-Altus Financial

The Luck Financial Group

Craig MacDougall​

CFP®, CIM®, RIAC, FCSI®

Senior Wealth Advisor

Wellington-Altus Private Wealth

MacDougall & Gilmour

Jesse Mack

BBA

Investment Advisor

Wellington-Altus Private Wealth

Roderick Mahrt

BA, FCSI®, CIM®

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

The Mahrt Investment Group

Tyler Manning

BA, CFP®, CIM®

Senior Wealth Advisor

Wellington-Altus Private Wealth

Garriock Manning McGuire & Greene

Tyler Marche

MBA, CFP®, CIM, FMA, FCSI®

Senior Wealth Advisor & Senior Portfolio Manager

Wellington-Altus Private Wealth

Marche Wealth Management

Mark Mariotto

FMA®

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

Mariotto Wealth Management

Christian Mattenley

MSc, CFA, CFP®

Senior Wealth Advisor & Senior Portfolio Manager

Wellington-Altus Private Wealth

The Mattenley Group

Frank Mauro

B.COMM

Senior Investment Advisor

Wellington-Altus Private Wealth

Mauro Private Wealth Management Group

Lance McDonald

Investment Advisor

Wellington-Altus Private Wealth

Pivotal Investment Group

Murray McGuire

BA, CFP®

Senior Wealth Advisor

Wellington-Altus Private Wealth

Garriock Manning McGuire & Greene

Andrew McQuiston

BA Economics, CIM

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

West Oak Family Office