Conrad joined Wellington-Altus after 14 years with a major bank-owned financial advisory firm and six previous years in capital markets, research, and private wealth management roles.
Conrad graduated with distinction from the University of Victoria in 2001 and has remained committed to honing his skills through education. He holds the Chartered Financial Analyst designation, considered the gold standard of financial designations by The Economist and the investment industry. CFA charterholders adhere to rigorous standards of ethics, transparency and continuing education. As a CERTIFIED FINANCIAL PLANNER® professional, Conrad offers comprehensive planning capabilities to a specified standard of education, experience and ethics.
As a portfolio manager, Conrad is qualified to act with discretion on his clients’ behalf, freeing them from making day-to-day investment decisions.
In 2021 Conrad received the distinction of being named one of the Globe & Mail’s top 150 wealth advisors in Canada.
Conrad and his wife Sara, their daughter Hayden and son Parker keep very busy together. He enjoys cooking and the great outdoors; his favourite activities include CrossFit, biking, running, and downhill skiing.
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.