BA, LLB
Investment Advisor
Rocky is an Investment Advisor at Wellington-Altus Private Wealth, based out of Toronto. Prior to becoming an advisor, Rocky worked at Dundee Capital Markets and Ned Goodman Investment.
Rocky graduated from York University with a degree in economics and completed his Law Degree at the University of Toronto.
When not in the office, he enjoys skiing and cycling and spending time with his wife Katrina and their two kids Charlotte and Marcus.
Investment Advisor
Tasha is a CERTIFIED FINANCIAL PLANNER® professional as well as a certified divorce financial analyst. Tasha started in the investment industry in 2008. She heads the Wealth Management service by providing clients with in-depth personalized financial plans. She focuses on the importance of client relationships and understanding the goals and objectives of each family.
Tasha enjoys spending time with her family, which includes her daughter Hanna and her favourite furry family member, Copper, her 5 pound Chihuahua.
B.MGT, Fin
Senior Associate
Karam is a Senior Associate at Bellotti Private Wealth, bringing a wealth of experience in financial services and a strong background in investment solutions. Prior to joining Bellotti Private Wealth, Karam held a role with Wellington-Altus Private Wealth and as Manager of Investment Solutions Support at Independent Advisor Solutions (iAS).
He holds a Bachelor of Management with a focus on Finance from the University of Lethbridge. Karam is known for his deep understanding of investment strategies and his commitment to providing exceptional support to clients.
Outside of work, Karam is passionate about staying active and enjoys watching NFL. He also values spending time with his family, especially during the winter months, when they travel to Florida to enjoy some time in the sun.
Administrative Assistant
Laura is a client service specialist based in Toronto, having moved to the city in early 2024 from Derry, Ireland. She graduated in 2022 from Ulster University Belfast with a BSc in Political Science and began her career in the UK Civil Service. After relocating to Toronto, Laura transitioned into the client service field and is enjoying the new challenges and experiences it brings in the finance sector.
Laura supports the team by streamlining processes and ensuring everything runs smoothly. She is committed to fostering positive working relationships and providing seamless support to meet client needs.
In her free time, Laura enjoys exploring the city, embracing the local culture, and staying connected with family and friends back home in Ireland.
Senior Vice-President, Insurance & Wellington-Altus Group Solutions (WAGS)
Michael leads Wellington-Altus Group Solutions and individual insurance. With over 20 years of experience in benefits consulting and private wealth management practice, Michael offers a holistic perspective to supporting advisors. He delivers innovative solutions that optimize group retirement and benefits plans while enhancing both employee experience and employer outcomes.
Graduating from York University in 2002 with an Honours degree in Economics, Michael holds several professional designations including CFA (Chartered Financial Analyst), CFP® (CERTIFIED FINANCIAL PLANNER®), and CLU (Chartered Life Underwriter).
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.
CFP®, TEP
Senior Wealth Planner, Wellington-Altus Financial
Jennifer joined Wellington-Altus in November 2022 and is based in Toronto, ON. She is a Senior Wealth Planner with over 20 years of experience delivering holistic wealth guidance for affluent Canadians. Jennifer has a passion for educating clients so that they are empowered to make good financial decisions, and she has a particular affinity for estate planning.
Most recently, Jennifer was a Wealth Strategist for several years at one of Canada’s big banks, providing financial planning advice for clients of the brokerage, private investment counsel, private banking, and corporate/commercial divisions. In prior roles she has been a private banker and financial consultant working primarily with medical doctors and their families.
Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFP® and TEP designations.
In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto’s waterfront and ravines.
