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CIM®
Senior Investment Advisor & Senior Portfolio Manager
Drawing from over 15 years of experience in the finance industry, Steve works alongside private clients and institutional investors with over $5 million in assets to build diversified portfolios. Solid financial principles and long-term strategies have always formed the bedrock for everything he does. And through that, Steve’s built a reputation for his sharp decision-making and comprehensive approach to planning, encompassing everything from tax and estate planning to retirement savings strategies, alternative investments, and private equity.
Calgary-born, Steve was drawn to investing at an early age and went on to study finance and economics in university. After a brief stint in investment banking, he found his passion for portfolio management, earning his CIM® designation.
When he’s not working with clients, Steve likes to spend his time skiing, golfing, and playing hockey. In the past, he has spent countless hours coaching high school football and continues to make time to volunteer at The Calgary Food Bank.
Associate
Mairone has worked in wealth management for over a decade and is passionate about creating an exceptional experience for teams and clients, alike. Her experience includes the roles of Branch Administrator and Operations Manager, supporting both retail and institutional teams.
Mairone holds a Bachelor of Management with a focus on Human Resources from the University of Lethbridge and is currently pursuing her CPHR designation. Outside of work, she enjoys spending time with family and escaping the city when time allows!
Courtenay holds a Bachelor of Arts in Law and Society; a foundation that has equipped her with a unique perspective of the financial world. Drawing upon over two years of private wealth management experience, Courtenay strives to cultivate genuine and enduring relationships through exemplary client services & support.
Courtenay thrives on continuous learning and growth in all aspects of her life, and recently obtained her Canadian Securities registration. Outside of work, you can find her baking, at the gym or cherishing time with her family and new puppy Oakley.
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.
B.Ed, CFP®, CHS®
Associate Vice-President, Insurance
Connie joined Wellington-Altus in 2019 as the inaugural Manager of Insurance and is based in Winnipeg, MB. She began her journey in the wealth services industry at one of Canada’s pre-eminent insurance companies and has obtained both life and investment licensing designations. She values employing a holistic approach to best serve the interests and needs of clients and has spent many years fostering strong relationships and helping clients build and manage their wealth. Connie is passionate about educating both advisors and their clients on how to effectively preserve and pass on wealth.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her CFP® and CHS designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
Outside of work, she loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.
