Wellington-Altus Newsroom

Keep up-to-date with our current happenings

Wellington-Altus Welcomes Industry Leader Jordy Chilcott to Head Wealth Strategy and Enablement

WINNIPEG and TORONTO, December 1, 2020/CNW/ – Wellington-Altus Private Wealth (Wellington-Altus) is pleased to welcome Jordy Chilcott as Executive Vice-President, Wealth Strategy and Enablement in our Toronto office. For more than 30 years, Chilcott has been a leader in Canada’s wealth management industry and has held executive leadership positions across advisor management and asset management businesses.

In this role, Chilcott will be responsible for leading the firm’s wealth management teams, most notably: Regional Sales Management, Advanced Wealth Planning, Marketing, Platforms and future asset management initiatives. Prior to joining Wellington-Altus, Chilcott was President of Sun Life Global Investments where he was responsible for leading the overall development, management and growth of the company.

“Today is a big day for our company, we just got discernably better. We’ve waited for the right person to make our strategy come alive and are excited for Jordy to join us,” said Shaun Hauser, Wellington-Altus Founder and President.

“Jordy will drive our leadership position in enabling advisors to provide comprehensive, tailored and independent wealth management advice to their clients. This further strengthens our move away from the antiquated revenue-only sales structure many firms follow in favour of holistic wealth management that will help our advisors win,” he added.

Previously, Chilcott held a number of leadership roles including leading Scotiabank’s Global Asset Management business across Canada, Mexico and Asia, and President and CEO of Dynamic Funds. Additionally, he has held several senior positions at Standard Life Mutual Funds and Investors Group, having begun his career as a securities trader.

“I’m excited to join Canada’s top-rated investment advisory firm. The time is right for technology-driven independent firms. I am looking forward to implementing approaches that further enable Wellington-Altus advisors in their pursuit of better client outcomes,” said Chilcott.

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 $10 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 2020 Brokerage Report Card.

For media inquiries:

Danielle Nichol
Senior Vice-President, Marketing
Wellington-Altus Private Wealth
416-369-6215 | [email protected]

Share This Article:

Share on linkedin
Share on facebook
Share on twitter
Share on email
Share on print

Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

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.

READ MORE »

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

© 2020, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.