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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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Alternative Minimum Tax – When Does It Apply, How, And For Whom?

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Background. The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.

May Market Insights: The FTX Fiasco Has Nothing To Do With Blockchain Adoption.

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With the collapse of FTX and the fraud surrounding the crypto space, many have jumped to the incorrect
conclusion that the era of blockchain is over, done, akin to the long list of bubbles throughout history.
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FTX scandal will not stop blockchain—an open-source, transparent, distributed-ledger innovation—
from transforming business practices.

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It takes resilience to manage the transition to retirement and design your next phase of life. Many retirees report feelings of sadness, loneliness or boredom as they struggle to fill the void left by their career identity and/or professional network, despite their best intentions to remain active, engaged and productive.

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.

©2023, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA . ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca