Detailed planning is our core capability.
Working as a team over the years, we have learned that our clients not only want to understand what they should be doing with their accumulated assets, but why. As a result, we are committed to providing an abundance of education, communication, and personal, hands-on involvement to each individual and their family.
We believe that freely sharing our knowledge with our clients helps build a more solid relationship—one grounded in trust and understanding. It’s a source of satisfaction not only for our clients, but for us as well.
Senior Wealth Advisor & Portfolio Manager
Trevor has been a Financial Advisor since 1997 and is a licensed Portfolio Manager. He holds both the Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA) designations, reflecting advanced training in portfolio management techniques and holistic financial planning for affluent Canadian households. Trevor is known for his disciplined investment approach and for helping clients make confident, well-informed decisions at every stage of their financial lives.
Trevor studied Finance at the University of Ottawa, graduating in 1996. Prior to joining Wellington-Altus, Trevor worked as a Financial Advisor at an independent financial services firm and previously held roles with two other independent brokerage firms. With nearly 30 years of experience advising affluent Canadian families, Trevor brings deep industry knowledge and a practical, relationship-focused approach to wealth management.
Trevor is able to advise both U.S. residents and Canadians who hold U.S. retirement accounts as a result of time spent working in the United States. He has extensive experience supporting clients with cross-border planning needs and the unique complexities that arise when assets and family circumstances span both in Canada and the United States.
His areas of expertise include holistic financial planning, portfolio construction and management, tax-efficient investing, alternative investments, and cross-border planning.
Trevor is married to his wife, Jenn, and they live in the south end of Ottawa with their four children, ages 21 to 27. Outside of his practice, Trevor enjoys playing golf.
CIM®
Greg has been a Financial Advisor since 1999 and is a licensed Portfolio Manager, holding the Chartered Investment Manager (CIM®) designation. He holds a Bachelor of Commerce degree from the University of Ottawa, majoring in Marketing with a minor in Finance. He is known for building long-term, trusted relationships and helping clients navigate complex financial decisions with clarity and confidence.
Greg is able to advise both U.S. residents and Canadians who hold U.S retirement accounts as a result of time spent working in the United States. He has extensive experience assisting clients with cross-border considerations and the unique planning challenges that arise when assets and lives span both countries.
A strong believer in giving back to his local community, Greg actively supports the University of Ottawa Heart Institute, The Royal Ottawa Hospital, the Ottawa Food Bank, and most recently, Hospice Care Ottawa. He and his business partner, Trevor Johnson, have recently committed to raising a minimum of $500,000 for Hospice Care Ottawa in memory of their partner, Garry Heidinger, who passed away in 2025. To date, more than $200,000 has been raised.
Greg’s family has been part of the Ottawa community for many generations. He is happily married to Lisa, and together they have two children—although “children” may not be the right word at ages 20 and 23.
In his spare time, Greg enjoys playing golf, tennis, and skiing. Most recently, pickleball has been added into the fold.
CFP®, CPA, CMA
Associate Wealth Advisor
Amber joined the financial industry in 2009, beginning her career in personal taxation before moving into full financial planning and advisory services in 2012. She holds an Honours Bachelor of Commerce from the University of Ottawa and completed her Chartered Professional Accounting designation in 2013.
Prior to joining Contego Wealth Management, Amber worked as a Director for a large Canadian financial institution, where she sharpened her planning and management skills and earned the CERTIFIED FINANCIAL PLANNING® designation.
She is also licensed for life and health insurance and specializes in holistic financial planning with a strong focus on tax efficiency, risk management, and wealth transition.
In her spare time, Amber enjoys playing touch football and exploring new foodie experiences.
Associate Wealth Advisor
With nearly a decade of financial services and investment experience, Conor is dedicated to providing meaningful advice that connects your wealth to your most important life goals. Before joining Contego Wealth Management, Conor served private clients at three of Canada’s largest financial institutions.
Conor completed his undergraduate studies in Economics at the University of Ottawa and holds the Chartered Investment Manager (CIM®) designation. In his spare time, he enjoys being outdoors with his wife and one-year-old son, taking long walks, fiddling around on the family farm, and spending weekends at the lake with his loved ones.
In 2025, we lost the smartest man in the room—our partner, Garry Heidinger. Not a day goes by without his impact being felt by our team. It’s our mission to keep moving things forward in his name, helping his family and his clients.
We’re also committed to helping fundraise for Hospice Care Ottawa for all they did for Garry, his wife Sharon, and son, Brandon. We wish he could have joined us at Wellington-Altus, based in his hometown of Winnipeg.
Never to be forgotten.
