Meet the Team

Curtis Cousins

CIM®, PFPC®

Senior Wealth Advisor

Curtis has been partnering with clients in a wealth advisory role for over two decades. He is an accredited Chartered Investment Manager (CIM) as well as a Life Insurance Advisor (Wellington-Altus Insurance). He is fully supported by the comprehensive offering of products, services and specialists of Wellington-Altus Private Wealth. Curtis maintains a network of professional advisors needed to fulfill the multitude of wealth management needs for his clients. Curtis is active in the local community through his coaching roles in both hockey and soccer. He is also a strong supporter of local charities with a focus on mental health well being. When out of the office, Curtis’ priority is spending quality time with his wife Lindsay, son Lucca and daughter Alora.

Anita Dalton

Senior Associate Investment Advisor

Anita entered the brokerage industry in Kelowna in 2005 following years in the banking world. Her extensive experience is a valued asset to Curtis and she is dedicated to servicing our clients, ensuring that we continue to meet our high standards of exceptional client services.

Anita and her husband together have 3 grown sons and enjoy an active lifestyle. She is always up for a good challenge and is a proud Ironman Canada finisher.

Our Extended Team

Judith Charbonneau Kaplan

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.

Michael Naito

CPA, CA, TEP, CFP®

Associate Vice-President, Advanced Wealth Planning, Wellington-Altus Financial

Michael joined Wellington-Altus in May 2022 and is based in Kelowna, where he works primarily with advisory teams and their clients in interior British Columbia.

Prior to joining Wellington-Altus, Michael dedicated over a decade to gaining experience and knowledge in a public practice accounting 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, succession planning, 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.

As a CPA, CA, Michael has a strong background in Canadian income tax matters. Combined with his Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP®) designations, Michael excels at addressing various wealth planning needs.

Outside of work, Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.

Connie Gale

B.Ed, CFP®, CHS®

Associate Vice-President, Wellington-Altus Insurance

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.