CFP®
Senior Wealth Advisor
Background
As a CERTIFIED FINANCIAL PLANNER® professional with nearly three decades of experience in the investment industry, I have provided my clients with innovative wealth management solutions to meet their financial needs and goals. My clients are the most important part of my business, and personalized service is essential when matching clients with the right financial solutions and services.
I understand my clients are in different stages of life. Whether you are purchasing a first home, financing post-secondary education, navigating a divorce, running a business or planning/enjoying retirement – I believe that a financial plan must reflect your personal or business situation, and I will work to highlight the planning strategies that best fit your goals. Once your tailored financial plan is in place, we will continue working together to review achievements against your stated goals to help ensure you are comfortable and that everything is moving forward according to plan.
Professional Experience
Investment Process
Using a holistic approach to create a detailed financial plan, I will analyze your current situation and engage Wellington-Altus Private Wealth’s Advanced Wealth Planning Group to provide you with expertise on retirement, will and estates planning, and tax minimization strategies.
I will provide you with recommendations using the following wealth considerations:
My Investment Beliefs
Through a tax-efficient cost structure, the accounts I manage operate in a fee-based capacity. This allows for full transparency and a clear understanding of added value. My goal is to focus on managing risk in client portfolios and concentrate on downside protection to help reduce market volatility.
Understanding your risk profile and personal situations are the keys to how I construct portfolios. Mandates and managers are reviewed frequently for industry and market consistency. Depending on your risk profile and investment objectives, portfolio rebalancing will be done on a regular basis as required.
Associate
Tammy brings with her more than three decades of administrative experience with a wide range of knowledge. She takes pride in building, servicing, and managing family relationships, and provides clarity to any situation that comes her way with professionalism and poise. In her day-to-day administrative support, Tammy ensures seamless and efficient processing for all clients. Her extraordinary client service cannot go unnoticed, making Tammy exceptional to work with.
Outside of the office, Tammy enjoys CrossFit, gardening, and spending time with her four adult kids.
Associate
Prior to working at Wellington-Altus, Daniel spent the first part of his career at a large investment firm studying in the ins and outs of the industry. Among his regular duties as an Associate, which can range from fee-based and transactional account maintenance to simple documentation requests, he strives to achieve the highest level of client satisfaction. Daniel is a collaborative team player, and his overall knowledge helps support the development and execution of the business.
Previously studying accounting, and later financial planning as a graduate, he is passionate about the investment industry and continues to pursue many continuing education courses and certifications. In his spare time, Daniel enjoys playing golf, tennis, staying active in the gym, as well as travelling and experiencing new cultures and destinations.
