{"id":145,"date":"2023-12-15T19:43:23","date_gmt":"2023-12-15T19:43:23","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth-1-new\/?page_id=145"},"modified":"2026-02-10T17:14:25","modified_gmt":"2026-02-10T17:14:25","slug":"about-us","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"145\" class=\"elementor elementor-145\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4d0b629 e-flex e-con-boxed e-con e-parent\" data-id=\"4d0b629\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d3f11cb e-con-full e-flex e-con e-child\" data-id=\"d3f11cb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a198c0e elementor-widget elementor-widget-image\" data-id=\"a198c0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"719\" height=\"1024\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main-719x1024.webp\" class=\"attachment-large size-large wp-image-537\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main-719x1024.webp 719w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main-211x300.webp 211w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main-768x1094.webp 768w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main.webp 1000w\" sizes=\"(max-width: 719px) 100vw, 719px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-32e04b5 e-con-full e-flex e-con e-child\" data-id=\"32e04b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbe4e60 elementor-widget elementor-widget-heading\" data-id=\"bbe4e60\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Your legacy stands for more than financial success.<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3569df3 e-flex e-con-boxed e-con e-parent\" data-id=\"3569df3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-764cff2 elementor-widget elementor-widget-heading\" data-id=\"764cff2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\"The best armor of old age is a well-spent life preceding it.\" <br> - Charlie Munger <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-559615d e-flex e-con-boxed e-con e-parent\" data-id=\"559615d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d4dd51 elementor-widget elementor-widget-heading\" data-id=\"1d4dd51\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Meet Our Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3c32bfc e-flex e-con-boxed e-con e-parent\" data-id=\"3c32bfc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-51e2ff9 e-con-full e-flex e-con e-child\" data-id=\"51e2ff9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e1aedf3 elementor-widget elementor-widget-image\" data-id=\"e1aedf3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Rocky-Bellotti.webp\" class=\"attachment-full size-full wp-image-1052\" alt=\"A photo of Rocky Bellotti\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Rocky-Bellotti.webp 800w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Rocky-Bellotti-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Rocky-Bellotti-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Rocky-Bellotti-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-84a1f3d e-con-full e-flex e-con e-child\" data-id=\"84a1f3d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ecdb22 elementor-widget elementor-widget-heading\" data-id=\"2ecdb22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Rocky Bellotti<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0568cbf elementor-widget elementor-widget-text-editor\" data-id=\"0568cbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>BA, LLB<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b8c17e9 elementor-widget elementor-widget-text-editor\" data-id=\"b8c17e9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Investment Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-09d97ea elementor-widget elementor-widget-text-editor\" data-id=\"09d97ea\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>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.<\/p><p>Rocky graduated from York University with a degree in economics and completed his Law Degree at the University of Toronto.<\/p><p>When not in the office, he enjoys skiing and cycling and spending time with his wife Katrina and their two kids Charlotte and Marcus.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-afe9ab2 e-flex e-con-boxed e-con e-parent\" data-id=\"afe9ab2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f32a1af e-con-full e-flex e-con e-child\" data-id=\"f32a1af\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4269ea3 elementor-widget elementor-widget-image\" data-id=\"4269ea3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"1024\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Tasha-Schewieg.webp\" class=\"attachment-full size-full wp-image-1053\" alt=\"A photo of Tasha Schewieg\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Tasha-Schewieg.webp 1024w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Tasha-Schewieg-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Tasha-Schewieg-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Tasha-Schewieg-768x768.webp 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fb3d209 e-con-full e-flex e-con e-child\" data-id=\"fb3d209\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a113403 elementor-widget elementor-widget-heading\" data-id=\"a113403\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Tasha Schwieg<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-840fddb elementor-widget elementor-widget-text-editor\" data-id=\"840fddb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tCFP<sup>\u00ae<\/sup>, CIM<sup>\u00ae<\/sup>, CFDS\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0b797a5 elementor-widget elementor-widget-text-editor\" data-id=\"0b797a5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Investment Advisor, Associate Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8ef67c0 elementor-widget elementor-widget-text-editor\" data-id=\"8ef67c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Tasha is a CERTIFIED FINANCIAL PLANNER<sup>\u00ae<\/sup> 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.<\/p><p>Tasha enjoys spending time with her family, which includes her daughter Hanna and her favourite furry family member, Copper, her 5 pound Chihuahua.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a9c84d5 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"a9c84d5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:tasha.schwieg@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>tasha.schwieg@wellington-altus.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7af2a27 e-flex e-con-boxed e-con e-parent\" data-id=\"7af2a27\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3df2e4e e-con-full e-flex e-con e-child\" data-id=\"3df2e4e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d7f05b2 elementor-widget elementor-widget-image\" data-id=\"d7f05b2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1359\" height=\"1359\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jemetz-Sophia.webp\" class=\"attachment-full size-full wp-image-1049\" alt=\"A photo of Jemetz Sophia\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jemetz-Sophia.webp 1359w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jemetz-Sophia-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jemetz-Sophia-1024x1024.webp 1024w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jemetz-Sophia-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jemetz-Sophia-768x768.webp 768w\" sizes=\"(max-width: 1359px) 100vw, 1359px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-14e11bf e-con-full e-flex e-con e-child\" data-id=\"14e11bf\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a04397 elementor-widget elementor-widget-heading\" data-id=\"7a04397\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Sophia Jemetz<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70f709d elementor-widget elementor-widget-text-editor\" data-id=\"70f709d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0141812 elementor-widget elementor-widget-text-editor\" data-id=\"0141812\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Sophia joined Bellotti Private Wealth as an Associate after earning her Bachelor of Commerce from McMaster University. She brings a strong passion for wealth management and investing and is dedicated to expanding her expertise in finance through continuous learning. In her role, Sophia focuses on delivering exceptional client service with precision and attention to detail.<\/p><p>Outside of work, Sophia is an avid tennis and skiing enthusiast, having previously taught both sports as an instructor. She also enjoys travelling, painting, reading, and spending time at the cottage with her family.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4559366 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"4559366\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:sophia.jemetz@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>sophia.jemetz@wellington-altus.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0ac0249 e-flex e-con-boxed e-con e-parent\" data-id=\"0ac0249\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2be4037 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2be4037\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c74f97f elementor-widget elementor-widget-heading\" data-id=\"c74f97f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Extended Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cd187d1 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"cd187d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4f953ce e-flex e-con-boxed e-con e-parent\" data-id=\"4f953ce\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d96c0e9 e-con-full e-flex e-con e-child\" data-id=\"d96c0e9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-351f0b4 elementor-widget elementor-widget-image\" data-id=\"351f0b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"500\" height=\"503\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/02\/Michael-Micheff1-e1770736921964.webp\" class=\"attachment-full size-full wp-image-792\" alt=\"A headshot of Michael Micheff\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/02\/Michael-Micheff1-e1770736921964.webp 500w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/02\/Michael-Micheff1-e1770736921964-298x300.webp 298w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/02\/Michael-Micheff1-e1770736921964-150x150.webp 150w\" sizes=\"(max-width: 500px) 100vw, 500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dcbf5a6 e-con-full e-flex e-con e-child\" data-id=\"dcbf5a6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-782ca52 elementor-widget elementor-widget-heading\" data-id=\"782ca52\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Michael Micheff<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4efe401 elementor-widget elementor-widget-text-editor\" data-id=\"4efe401\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tCFA, CFP<sup>\u00ae<\/sup>, CLU\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-04d7432 elementor-widget elementor-widget-text-editor\" data-id=\"04d7432\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Vice-President, Insurance &amp; Wellington-Altus Group Solutions (WAGS)<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-574d563 elementor-widget elementor-widget-text-editor\" data-id=\"574d563\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Michael leads Wellington-Altus Group Solutions and individual insurance.\u00a0 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.<\/p><p>Graduating from York University in 2002 with an Honours degree in Economics, Michael holds several professional designations including CFA (Chartered Financial Analyst), CFP<sup>\u00ae<\/sup>\u00a0(CERTIFIED FINANCIAL PLANNER<sup>\u00ae<\/sup>), and CLU (Chartered Life Underwriter).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40c9117 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"40c9117\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:michael.micheff@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>michael.micheff@wellington-altus.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e044e20 e-flex e-con-boxed e-con e-parent\" data-id=\"e044e20\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0fb9117 e-con-full e-flex e-con e-child\" data-id=\"0fb9117\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8e828ec elementor-widget elementor-widget-image\" data-id=\"8e828ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Judith-Charbonneau.webp\" class=\"attachment-full size-full wp-image-1051\" alt=\"A photo of Judith Charbonneau\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Judith-Charbonneau.webp 800w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Judith-Charbonneau-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Judith-Charbonneau-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Judith-Charbonneau-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a036be0 e-con-full e-flex e-con e-child\" data-id=\"a036be0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d9eb2dd elementor-widget elementor-widget-heading\" data-id=\"d9eb2dd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Judith Charbonneau-Kaplan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5238fe5 elementor-widget elementor-widget-text-editor\" data-id=\"5238fe5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>LL.B., LL.M. TAX, TEP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-09a1a50 elementor-widget elementor-widget-text-editor\" data-id=\"09a1a50\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Vice-President, Advanced Wealth Planning Strategy &amp; Services<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed87c76 elementor-widget elementor-widget-text-editor\" data-id=\"ed87c76\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"p2\">Judith is based in Kelowna, BC and works with advisory teams and clients across Canada to bring innovative tax strategies and estate planning solutions to their wealth plans. Judith believes a client\u2019s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.<\/p><p class=\"p2\">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\u2019s \u201cIn-Depth Tax Program\u201d.<\/p><p class=\"p2\">Judith graduated from the Universit\u00e9 de Montr\u00e9al with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montr\u00e9al). Judith is a lawyer with the Barreau du Qu\u00e9bec and a Canadian Legal Advisor with the Law Society of British Columbia.<\/p><p class=\"p2\">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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-175dedd elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"175dedd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:judith.charbonneaukaplan@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>judith.charbonneaukaplan@wellington-altus.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2561926 e-flex e-con-boxed e-con e-parent\" data-id=\"2561926\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d4f29df e-con-full e-flex e-con e-child\" data-id=\"d4f29df\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dd9f7c5 elementor-widget elementor-widget-image\" data-id=\"dd9f7c5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jennifer-Hiemstra.webp\" class=\"attachment-full size-full wp-image-1050\" alt=\"A photo of Jennifer Hiemstra\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jennifer-Hiemstra.webp 800w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jennifer-Hiemstra-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jennifer-Hiemstra-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Jennifer-Hiemstra-768x768.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-449d449 e-con-full e-flex e-con e-child\" data-id=\"449d449\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c05e22b elementor-widget elementor-widget-heading\" data-id=\"c05e22b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Jennifer Hiemstra<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-220d894 elementor-widget elementor-widget-text-editor\" data-id=\"220d894\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFP\u00ae, TEP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3ade67b elementor-widget elementor-widget-text-editor\" data-id=\"3ade67b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Wealth Planner, Wellington-Altus Financial<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b3458c elementor-widget elementor-widget-text-editor\" data-id=\"7b3458c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"p1\">Jennifer is based in Toronto, ON and 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.<\/p><p class=\"p1\">Most recently, Jennifer was a Wealth Strategist for several years at one of Canada\u2019s 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.<\/p><p class=\"p1\">Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFP<span class=\"s1\">\u00ae <\/span>and TEP designations.<\/p><p class=\"p1\">In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto\u2019s waterfront and ravines.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ddb9588 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"ddb9588\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:jennifer.hiemstra@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>jennifer.hiemstra@wellington-altus.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b650e7f e-flex e-con-boxed e-con e-parent\" data-id=\"b650e7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-dca575b e-con-full e-flex e-con e-child\" data-id=\"dca575b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e182a28 elementor-widget elementor-widget-image\" data-id=\"e182a28\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1500\" height=\"1500\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mark-Rarog.webp\" class=\"attachment-full size-full wp-image-1055\" alt=\"A photo of Mark Rarog\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mark-Rarog.webp 1500w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mark-Rarog-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mark-Rarog-1024x1024.webp 1024w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mark-Rarog-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mark-Rarog-768x768.webp 768w\" sizes=\"(max-width: 1500px) 100vw, 1500px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18c05f5 e-con-full e-flex e-con e-child\" data-id=\"18c05f5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e75e7f9 elementor-widget elementor-widget-heading\" data-id=\"e75e7f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Mark Rarog<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7924be elementor-widget elementor-widget-text-editor\" data-id=\"c7924be\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a7766d8 elementor-widget elementor-widget-text-editor\" data-id=\"a7766d8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Co-Chief Investment Officer, Independent Advisor Solutions<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c5c9a33 elementor-widget elementor-widget-text-editor\" data-id=\"c5c9a33\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Mark is responsible for the development and portfolio management of Independent Advisor Solutions\u2019 core products and services.<\/p><p>Prior to joining Independent Advisor Solutions, Mark was Head of Equities and a Lead Portfolio Manager for I.G. Investment Management Ltd., and Senior Vice-President and Portfolio Manager at Mackenzie Investments where he managed North American and Global equities. Mark also provided portfolio management advice to high-net-worth clients and supported investment advisors at CI Assante Private Client. As a seasoned investment professional with over 25 years of industry experience, Mark has established a successful track record of investment performance and extensive advisor engagement.<\/p><p>Mark holds a Bachelor of Commerce (Honours) from the University of Manitoba and the Chartered Financial Analyst designation.\u00a0 Mark is a member of the Winnipeg Society of Financial Analysts and the CFA Institute.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d2bca98 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"d2bca98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:mark.rarog@i-as.ca%20\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>mark.rarog@i-as.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ac96f71 e-flex e-con-boxed e-con e-parent\" data-id=\"ac96f71\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7a33b51 e-con-full e-flex e-con e-child\" data-id=\"7a33b51\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e0cdff2 elementor-widget elementor-widget-image\" data-id=\"e0cdff2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1699\" height=\"1699\" src=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke.webp\" class=\"attachment-full size-full wp-image-1056\" alt=\"Mike Locke\" srcset=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke.webp 1699w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke-1024x1024.webp 1024w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke-768x768.webp 768w, https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2026\/02\/Mike-Locke-1536x1536.webp 1536w\" sizes=\"(max-width: 1699px) 100vw, 1699px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1ec7940 e-con-full e-flex e-con e-child\" data-id=\"1ec7940\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7377160 elementor-widget elementor-widget-heading\" data-id=\"7377160\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Mike Locke<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7416253 elementor-widget elementor-widget-text-editor\" data-id=\"7416253\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFA, CAIA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-399b596 elementor-widget elementor-widget-text-editor\" data-id=\"399b596\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Co-Chief Investment Officer, Independent Advisor Solutions<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-023ef88 elementor-widget elementor-widget-text-editor\" data-id=\"023ef88\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Mike is responsible for public and private investment fund due diligence and asset allocation research.<\/p><p>For most of his career, Mike has specialized in the design, development, and management of multi-manager portfolio solutions. Prior to joining Independent Advisor Solutions, Mike was Vice President, Product Solutions at Wellington-Altus Private Wealth where he was responsible for investment manager selection and oversight, public and private investment fund research, and product shelf management. Mike was also product lead and subject matter expert at CI Financial, supporting the \ufb01rm\u2019s $45B multi-asset platform.<\/p><p>Mike has an Honours Business Administration degree from the Ivey Business School at Western University, holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations, and is a member of the CFA Institute.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f0c2e1a elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"f0c2e1a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:mike.locke@i-as.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>mike.locke@i-as.ca<\/u><\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Your legacy stands for more than financial success. &#8220;The best armor of old age is a well-spent life preceding it.&#8221; &#8211; Charlie Munger Meet Our Team Rocky Bellotti 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 [&hellip;]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-145","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>About Us - Bellotti Private Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"About Us - Bellotti Private Wealth\" \/>\n<meta property=\"og:description\" content=\"Your legacy stands for more than financial success. &#8220;The best armor of old age is a well-spent life preceding it.&#8221; &#8211; Charlie Munger Meet Our Team Rocky Bellotti 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 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/\" \/>\n<meta property=\"og:site_name\" content=\"Bellotti Private Wealth\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-10T17:14:25+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"1425\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/\",\"name\":\"About Us - Bellotti Private Wealth\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/wp-content\\\/uploads\\\/sites\\\/233\\\/2025\\\/01\\\/About-Us-Hero-Main-719x1024.webp\",\"datePublished\":\"2023-12-15T19:43:23+00:00\",\"dateModified\":\"2026-02-10T17:14:25+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/#primaryimage\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/wp-content\\\/uploads\\\/sites\\\/233\\\/2025\\\/01\\\/About-Us-Hero-Main.webp\",\"contentUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/wp-content\\\/uploads\\\/sites\\\/233\\\/2025\\\/01\\\/About-Us-Hero-Main.webp\",\"width\":1000,\"height\":1425},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/about-us\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"About Us\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/#website\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/\",\"name\":\"Bellotti Private Wealth\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/#organization\",\"name\":\"Bellotti Private Wealth\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/wp-content\\\/uploads\\\/sites\\\/233\\\/2023\\\/12\\\/bellotti-private-wealth-logo-large.png\",\"contentUrl\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/wp-content\\\/uploads\\\/sites\\\/233\\\/2023\\\/12\\\/bellotti-private-wealth-logo-large.png\",\"width\":800,\"height\":200,\"caption\":\"Bellotti Private Wealth\"},\"image\":{\"@id\":\"https:\\\/\\\/advisor.wellington-altus.ca\\\/bellotti-private-wealth\\\/#\\\/schema\\\/logo\\\/image\\\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"About Us - Bellotti Private Wealth","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/","og_locale":"en_US","og_type":"article","og_title":"About Us - Bellotti Private Wealth","og_description":"Your legacy stands for more than financial success. &#8220;The best armor of old age is a well-spent life preceding it.&#8221; &#8211; Charlie Munger Meet Our Team Rocky Bellotti 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 [&hellip;]","og_url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/","og_site_name":"Bellotti Private Wealth","article_modified_time":"2026-02-10T17:14:25+00:00","og_image":[{"width":1000,"height":1425,"url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main.webp","type":"image\/webp"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"7 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/","url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/","name":"About Us - Bellotti Private Wealth","isPartOf":{"@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/#website"},"primaryImageOfPage":{"@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/#primaryimage"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/#primaryimage"},"thumbnailUrl":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main-719x1024.webp","datePublished":"2023-12-15T19:43:23+00:00","dateModified":"2026-02-10T17:14:25+00:00","breadcrumb":{"@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/#primaryimage","url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main.webp","contentUrl":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2025\/01\/About-Us-Hero-Main.webp","width":1000,"height":1425},{"@type":"BreadcrumbList","@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/about-us\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/"},{"@type":"ListItem","position":2,"name":"About Us"}]},{"@type":"WebSite","@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/#website","url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/","name":"Bellotti Private Wealth","description":"","publisher":{"@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/#organization","name":"Bellotti Private Wealth","url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/#\/schema\/logo\/image\/","url":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2023\/12\/bellotti-private-wealth-logo-large.png","contentUrl":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-content\/uploads\/sites\/233\/2023\/12\/bellotti-private-wealth-logo-large.png","width":800,"height":200,"caption":"Bellotti Private Wealth"},"image":{"@id":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/pages\/145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/comments?post=145"}],"version-history":[{"count":127,"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/pages\/145\/revisions"}],"predecessor-version":[{"id":1066,"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/pages\/145\/revisions\/1066"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/bellotti-private-wealth\/wp-json\/wp\/v2\/media?parent=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}