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Meet the Team

Mark Bishop

Mark Bishop

CIM®, CFP®, BA

Senior Wealth Advisor & Portfolio Manager

Mark brings over 16 years of experience as an investment advisor to Wellington-Altus Private Wealth. During this time, he has developed a reputation for his ability to create strong, long-lasting relationships while focusing on service and developing tailored investment solutions for clients.

Having lived in the Okanagan since childhood, Mark left and earned a Bachelor’s degree majoring in Economics from the University of Victoria. Upon returning to Kelowna, he furthered his education, attaining his Certified Financial Planner (CFP®) and Portfolio Manager (CIM®) designations. He is also a licensed insurance agent.

Outside of the office, Mark enjoys time with his wife and four young children. Together, they spend their free time exploring the Okanagan with an active lifestyle of hiking, golfing, camping, hockey, soccer, and skiing.

Trevor Michalkow

Trevor Michalkow

CFP®

Senior Wealth Advisor

Building wealth and protecting assets are Trevor’s main concerns.

Over the past 28 years, Trevor has found that understanding his clients’ goals, objectives, and building long-lasting trust is the key to financial success between client and advisor. He works closely with all his clients to ensure they fully understand how to protect their wealth as it pertains to retirement, estate, and corporate planning options. As a certified financial planner, his job is to look holistically at a client’s personal situation and discuss the best possible alternatives that fit their financial needs. Trevor is truly invested in the success of his clients and is proud of the relationships he has built with them over the years.

Born and raised in Kelowna, Trevor has two children, Brooklyn and Madison. They enjoy the fruits (no pun) that the Okanagan provides. Golfing, hiking, mountain biking, skiing, socializing with great people, and more recently, gold panning, are a few but not all of the activities that he enjoys.

Trevor can navigate you through the calm and troubled waters of investing so you can enjoy the best of your life!

George-Tozer

George Tozer

CFP®

Senior Wealth Advisor

George Tozer has over 20 years’ experience assisting individuals and corporations in developing investment, tax, succession, and estate planning strategies and solutions.

George’s proven and systematic approach utilizes an array of conventional and alternative investment disciplines, tax-preferred strategies, and personal and corporate life insurance solutions. His financial planning process delivers both results and peace of mind to his clients.

George is a Certified Financial Planner, has obtained his Life and Disability Insurance Level 2 designations, and has completed the Wealth Management Essentials (WME®) course. He is also a member in good standing with the Kelowna Estate Planning Society.

George’s family has long-standing roots in Kelowna. He has built credibility and trust in many areas of the community. His community involvement has included Kelowna Minor Hockey, Central Okanagan Youth Soccer, Steve Nash and Middle School Basketball leagues, in addition to being on the boards of Creative Okanagan, the Okanagan Symphony Society, and the Kelowna Secondary School music program.

George lives in Kelowna with his wife, Sheila French, where they enjoy biking, hiking, travelling, cooking together, and attending music events around the area.

Lindsey Wells

Lindsey Wells

Investment Associate

Lindsey Wells launched her career in wealth when she joined Wellington-Altus as Kelowna’s Branch Administrator. She takes pride in her leadership approach, positive attitude, and hard work ethic to ensure clients’ needs are met.

Lindsey obtained a B.A. in Environmental Studies. Outside of her professional role, she enjoys spending time with family, reading a good book, and taking advantage of all the outdoor activities the beautiful Okanagan has to offer.

Katya Fominykh

Administrative Associate

Recently graduated with a Bachelor of Business degree, Katya brings academic prowess and a deep interest in the dynamic financial industry to our team. Eager to contribute to the ever-evolving world of finance, Katya is positioned for growth, reflecting a commitment to continuous learning and professional development. Her extensive experience in customer service helps ensure clients receive unparalleled support, aligning seamlessly with our high standards. Outside of the office, Katya enjoys all the outdoor activities Okanagan has to offer as well as traveling the world, reading, and indulging in theater.

Our Extended Team

Judith Charbonneau Kaplan

LL.B., LL.M. tax

Vice-President, Advanced Wealth Planning Group

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.

Michael Naito

CPA, CA, TEP

Associate Vice-President, Advanced Wealth Planning Group

Michael joined Wellington-Altus in May 2022 and is based in Kelowna, BC, where he works primarily with advisory teams and their clients in interior British Columbia. Michael has a strong background in Canadian income tax and, combined with his TEP designation, excels at addressing his clients’ wealth needs.

Prior to joining Wellington-Altus, Michael dedicated 10 years to gaining experience and knowledge in a public accounting practice setting, primarily specializing in Canadian domestic taxation. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, and succession and estate planning. These experiences resulted in Michael becoming a technical leader within the firm, educating both tax and non-tax professionals on timely topics to ensure they had the knowledge required to help their clients navigate the current tax and business environment.

Michael graduated from Okanagan College with a Bachelor of Business Administration with an accounting specialization. Michael has also obtained his CPA, CA and TEP designations.

Outside of work, Michael enjoys taking in everything the Okanagan has to offer. He is an avid road cyclist and mountain biker. Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and is the Member Services Officer for the STEP Canada Okanagan Chapter.

Connie Gale

Connie Gale

B.Ed, CFP®, CHS®

Associate Vice-President, Wellington-Altus Insurance Inc.

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.