Menu
Menu
Menu
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.
CFP®, CIM®, CFDS
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.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
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.
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.
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.
