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Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

WINNIPEG, TORONTO et MONTRÉAL et TORONTO, May 27, 2021/CNW/ – Wellington-Altus Private Wealth (Wellington-Altus) announced today that Gary Mayzes will join the firm as Senior Vice-President & Regional Manager, AB, SK, MB, effective June 1. Gary has more than 30 years of experience in advisory, branch management, regional management and head office executive roles, bringing a wide breadth of expertise and knowledge to the growing team across the region.

In this role Gary will focus on continuing to build out a best-in-class network of wealth management advisors in the firm’s regional offices.

“Gary is relentlessly focused on results and does his best work in an environment of flexibility and change—a perfect fit for our firm as we continue to grow,” said Jordy Chilcott, Executive Vice-President, Wealth Strategy & Enablement. “He’s a strategic leader with a deep passion for supporting top talent, which aligns with our mission to onboard the best of the best to our team, and that includes Gary.”

Prior to joining Wellington-Altus, Gary was Managing Director and Region Head Alberta, Private Wealth Management & Wood Gundy for CIBC. His past roles for CIBC included regional management, and national roles in strategic advisory and talent development. Gary has also been a successful Chairman’s and President’s Council Advisor in his past with Midland Walwyn and Merrill Lynch.

“I am gratified for this opportunity to return to my entrepreneurial roots,” said Gary. “I also believe that our industry must and will demand the freedom to deliver value to clients with full flexibility, and I am thankful that Wellington-Altus embraces innovation as much as I do.”

Gary is also an industry advocate and thought leader, actively contributing ideas and insight to help drive the evolution of the wealth and investment business. Has served on the IIROC Regional Board and Corporate Executive Board for Full-Service Brokerage in North America.

About Wellington-Altus Private Wealth
Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is the top-rated* wealth advisory company in Canada. With more than $15 billion in assets under administration, and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients. For more information, visit wellington-altus.ca. *Investment Executive 2021 Brokerage Report Card.

Pour les demandes des médias :
Danielle Nichol
Vice-présidente principale, Marketing
416-369-6215
Danielle.Nichol@wprivate.ca

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Wellington-Altus met sur pied Solutions de conseillers indépendants inc. pour bonifier l’expérience et accélérer la croissance

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, October 2, 2024 /CNW/ Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated* investment dealer, Wellington-Altus Private Wealth, today launched Independent Advisor Solutions Inc., a new wholly-owned subsidiary as part of its backing for the growing number of Canadian advisors who are seeking an independent platform that champions individual autonomy and delivers the key supports required to care for clients and accelerate the growth of their practices.

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Les renseignements contenus aux présentes sont fournis à titre informatif seulement. Ces renseignements ne sont pas des conseils financiers, juridiques ou fiscaux ni des conseils en placement. Les stratégies de placement, de fiscalité ou de négociation doivent être étudiées en fonction des objectifs et de la tolérance au risque de chacun. La Financière Wellington-Altus inc. (« Wellington-Altus ») est la société mère de Wellington-Altus Gestion Privée (« WAGP »), de Wellington-Altus Conseil Privé inc. (« WACP »), d’Assurance Wellington-Altus inc. (« AWAI »), de Groupe Solutions Wellington-Altus inc. (« GSWA ») et de Wellington-Altus É.-U. Wellington-Altus ne garantit pas l’exactitude ni l’intégralité des renseignements contenus dans le présent document.

© Wellington-Altus Gestion Privée inc., Wellington-Altus Conseil Privé inc., Assurance Wellington-Altus inc., Groupe Solutions Wellington-Altus inc. et Wellington-Altus É.-U., 2024. TOUS DROITS RÉSERVÉS. NE PAS UTILISER NI REPRODUIRE SANS AUTORISATION. https://www.wellington-altus.ca/fr

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