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Wellington-Altus

Our Advisors

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Susyn Wagner

CIM®, FCSI®, CFP®, EPC, RIAC

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

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Darren Webster​

Senior Investment Advisor

Wellington-Altus Private Wealth

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Jason Weinstein

Jason Weinstein

CFP®, CIM®

Senior Wealth Advisor, Portfolio Manager

Wellington-Altus Private Wealth

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Jennifer Williams

Investment Advisor, Wellington-Altus Private Wealth
Insurance Advisor, Wellington-Altus Insurance Inc.

Wellington-Altus Private Wealth

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Richard Williams

Senior Investment Advisor

Wellington-Altus Private Wealth

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Brendan Willis

Brendan Willis

CIWM, FCSI®

Senior Investment Advisor

Wellington-Altus Private Wealth

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Tanya Wilson

Tanya Wilson

BBA, CFP®, CIM®, FCSI®

Senior Wealth Advisor, Portfolio Manager

Wellington-Altus Private Wealth

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Robb Wismer

Robb Wismer

CEA®

Associate Investment Advisor

Wellington-Altus Private Wealth

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Maili Wong

Maili Wong

CFA, CFP®, FEA

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

Board Member Wellington-Altus Financial Inc.

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Terrence Wong

Terrence Wong

Strategic Advisory Consultant

Wellington-Altus Private Wealth

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Josh Wong

Josh Wong

CFA

Senior Wealth Advisor, Portfolio Manager

Wellington-Altus Private Wealth

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Dan Wynnyk

Dan Wynnyk

Senior Investment Advisor

Wellington-Altus Private Wealth

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Dave Yanick

Dave Yanick

CIM®, CFP®

Portfolio Manager

Wellington-Altus Private Wealth

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Howard Young

Howard Young

Senior Investment Advisor, Portfolio Manager

Wellington-Altus Private Wealth

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An image of Michael

Michael Zagari

FCSI®, CIM®, CIWM

Investment Advisor & Associate Portfolio Manager

Wellington-Altus Private Wealth

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