Meet the team

We believe that wealth management cannot be executed as effectively by a sole proprietor; a diversified team of experts is required. Our team is among the largest and most experienced group of professionals you will find. We exist to serve our clients, and our collective team approach will ensure a seamless execution of your plan with the highest level of professionalism.

Wealth Advisory Team:

Dean Bradshaw

Senior Investment Advisor

Chris Durno

Investment Advisor

Peter Kollias

Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Wealth

Senior Insurance Advisor, Wellington-Altus Insurance Inc.

Sheena Schreiner

Investment Advisor, Wellington-Altus Private Wealth

Insurance Advisor, Wellington-Altus Insurance Inc.

Jennifer Williams

Investment Advisor, Wellington-Altus Private Wealth

Insurance Advisor, Wellington-Altus Insurance Inc.

Dimitri Korolis

Investment Advisor

Rod Friesen

Investment Advisor

Steve Preece

Investment Advisor

Planning team:

Wayne De Boer

Senior Wealth Planner, Wellington-Altus Private Wealth

Insurance Advisor, Wellington-Altus Insurance Inc.

Ngozi Emmanuel

Insurance Advisor, Wellington-Altus Insurance Inc.
Financial Planning Associate, Wellington-Altus Private Wealth

Associate Team:

Jordan Ray

Associate Investment Advisor

Pete Emes

Associate Investment Advisor

Operations/Marketing

Carissa Williams

Team Manager, Senior Investment Associate

Vicki Wells

Marketing Lead, Senior Investment Associate

Betty Tse

Administrative Assistant

Concierge Team

Sharon Lozinski

Senior Investment Associate

Pamela Pineda

Senior Investment Associate

Emily Lafreniere

Senior Investment Associate

Mikaela Roche

Investment Associate

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