Conseiller en placement principal et gestionnaire de portefeuille
As a Portfolio Manager, Cole works with his clients to develop an investment strategy that is tailored to fit their risk and return requirements. Cole and his team follow a specialized process that helps them to recognize risks and to pro-actively protect capital in volatile markets.
With over 10 years of experience, Cole’s work with affluent families and corporations has earned him national recognition and has been featured in publications throughout Canada. Cole has been nominated as one of the Top Under The Age of 40 Financial Professionals in Canada by the Investment Industry Association of Canada (IIAC) the past four years.
Born and raised in Saskatchewan, Cole studied in California prior to finishing his degree in Economics at the University of Saskatchewan. Cole has focused on continuing education and has completed industry courses such as the Canadian Securities Course, Wealth Management Essentials, Portfolio Management and Techniques, amongst others. Cole is married with two young children. Outside of work, Cole enjoys travelling with his family and being involved in the local community through sport and charity.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.