CPA, TEP, BCom
Planificateur de patrimoine principal, Planification de patrimoine avancée
Travis is an Okanagan-based Senior Wealth Planner who collaborates with Wellington-Altus advisory teams to craft personalized wealth solutions. He prides himself on a comprehensive, client-first approach, fostering strong relationships while actively guiding individuals toward achieving their financial aspirations.
Drawing on a decade of experience in public practice accounting, Travis brings a deep specialization in Canadian taxation for owner-managed businesses. Prior to joining Wellington-Altus, his previous work focused on areas such as estate and post-mortem planning, corporate restructuring, and succession planning.
Travis has obtained his CPA and TEP designations and holds a Bachelor of Commerce degree with a major in accounting from Grant MacEwan University.
Beyond the office walls, Travis enjoys exploring the great outdoors with his family. Together with his wife and three sons, they keep busy with a variety of activities, including hiking, swimming, and soccer along with hockey and skiing in the winter months.