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Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

May 27, 2021

WINNIPEG and 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.

For media inquiries:
Danielle Nichol
Senior Vice-President, Marketing
416-369-6215
[email protected]

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Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

November 30, 2023

Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated wealth management firm*, today announced the appointment of Andrew Marsh to its Board of Directors. Wellington-Altus has grown its assets under administration (AUA) to over $25 billion since its genesis in April 2017 and continues to strategically expand its advisory team to support the firm’s parabolic growth.

2023 Fall Economic Statement

November 22, 2023

On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements.

November Market Insights: Riding The Bull In The Midst Of Chaos

November 8, 2023

In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500 Index in late 2022, the recent correction at 4600 might seem unnerving. Yet, like the hopeful message in Steely Dan’s song Any Major Dude Will Tell You, we should maintain our resilience, knowing that things will eventually fall together again.

Financial Literacy and Children: Keep it Relatable at Every Age

November 2, 2023

How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned that the next generation won’t possess the financial literacy needed to inherit family wealth.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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