Menu
Menu
Menu
CFP®
Senior Investment Advisor
With an impressive 30-year track record of excellence, Laura has been providing wealth management advice in the Financial Services Industry, bringing with her an abundance of knowledge and experience. Laura’s commitment to her clients has earned her a reputation as a trusted Financial Advisor, showcasing her genuine care and dedication to putting her clients first. She has an extensive understanding of all aspects of Investments, Insurance solutions, Tax Planning and Estate Preservation.
Laura understands the importance of personalized service and prides herself on the utmost dedication to her work by providing ongoing communication with her clients. She has built trusted client relationships for decades and has continued to gain trust through future generations of her clientele.
Throughout her career, Laura has remained a dedicated learner. She recognizes the importance of staying up-to-date with the latest trends, regulations, and strategies in the financial world. The continuous pursuit of knowledge enhances her advice and enables her to provide the best possible solutions for her clients.
Laura enjoys travelling and cycling in her spare time and has participated in numerous fund-raising events for the Ride to Conquer Cancer, Tour for Kids, and Pedaling for Parkinson’s since 2008. For the past year, Laura has been volunteering with the St. John Ambulance Dog Therapy Program. She has been helping with administrative duties and visiting retirement homes and hospitals with her black lab, Zelwick.
When hosting a get-together with her friends and family, Laura will always surprise her guests by having a new game idea to play to ensure everyone has a good laugh and can continue to share memorable moments together.
Associate Investment Advisor
CFP®
Jessica brings with her more than 8 years of financial and administrative investment experience with a wide range of knowledge. Jessica takes pride in building, servicing and managing family relationships. She provides clarity to any situation that comes her way with professionalism and poise. In her day-to-day administrative support, Jessica ensures seamless and efficient processing for all clients. Her extraordinary client service cannot go unnoticed making Jessica exceptional to work with.
Outside of the office Jessica enjoys daily walks, dinner with family and friends, and enjoying life’s little things.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith joined Wellington-Altus in May 2022 and is based in Kelowna, BC. She works with advisory teams and clients across Canada to bring innovative tax strategies to their wealth plans. Judith believes a client’s objectives must drive any tax plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
