Our Advisors

Susyn Wagner

CIM®, FCSI®, CFP®, EPC, RIAC

Senior Wealth Advisor, Senior Portfolio Manager

Wellington-Altus Private Wealth

Wagner Investment Management Team

Darren Webster​

Senior Investment Advisor

Wellington-Altus Private Wealth

Cook & Cooke Financial

Jason Weinstein

CFP®, CIM®

Senior Wealth Advisor, Portfolio Manager

Wellington-Altus Private Wealth

Lions Gate Private Wealth Counsel

Neela White

FCSI, CIWM, CIM®, CPCA®, EPC, CEA, FMA

Senior Wealth Advisor & Senior Portfolio Manager

Wellington-Altus Private Wealth

Blue Wing Advisory Group

Jennifer Williams

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

Wellington-Altus Private Wealth

Cresco Wealth Management

Richard Williams

Senior Investment Advisor

Wellington-Altus Private Wealth

Drew Henderson & Richard Williams

Brendan Willis

CIWM, FCSI®

Senior Investment Advisor

Wellington-Altus Private Wealth

Gold Seal Financial Group

Tanya Wilson

BBA, CFP®, CIM®, FCSI®

Senior Wealth Advisor, Portfolio Manager

Wellington-Altus Private Wealth

Gold Seal Financial Group

Robb Wismer

CEA®

Associate Investment Advisor

Wellington-Altus Private Wealth

Stonehaven Wealth Management

Maili Wong

CFA, CFP®, FEA

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

Board Member Wellington-Altus Financial Inc.

Wellington-Altus Private Wealth

The Wong Group

Terrence Wong

Strategic Advisory Consultant

Wellington-Altus Private Wealth

The Wong Group

Josh Wong

CFA

Senior Wealth Advisor, Portfolio Manager

Wellington-Altus Private Wealth

Lions Gate Private Wealth Counsel

Dan Wynnyk

Senior Investment Advisor

Wellington-Altus Private Wealth

Dave Yanick

CIM®, CFP®

Portfolio Manager

Wellington-Altus Private Wealth

Coastwood Private Wealth

Howard Young

Senior Investment Advisor, Portfolio Manager

Wellington-Altus Private Wealth