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Senior Wealth Advisor
Mike has been working in the wealth management industry since 2005. He is focused on planning for his clients and takes the role of senior investment advisor on the team. He has been a partner at two national wealth management firms throughout his career. Mike enjoys having conversations with clients and getting to know them, their family, and adding value to his clients future. Mike is married with three children and spends his time gardening, biking and chasing after his three children.
Investment Advisor
Ken has been a leader in the financial services industry for nearly 40 years. Before joining Wellington-Altus Private Wealth, he spent over 10 years with another large national brokerage. Prior to that, Ken spent 28 years with one of the big six Canadian banks where he held senior management roles in the areas of banking operations, human resources, and commercial banking. He finished his banking career as the director of a commercial lending unit specializing in capital expansion, mergers and acquisitions, working capital and wealth monetization.
Outside of his professional pursuits, Ken is active in the Winnipeg music scene as a drummer/percussionist with several musical acts.
Associate
Rhonda has been working in the wealth management industry since 2006. She manages the office and provides background support and communication between clients, our team, and our head office. Rhonda is very personable and spends much of her time helping to implement the plans that are put in place by the rest of the team. Rhonda is married with one child. Rhonda enjoys gardening, biking, going to the lake and spending time with friends.
Associate
Kerry has spent over 16 years in the financial services industry having worked in a large Canadian bank, an insurance company, a mortgage brokerage, and a large national securities firm. She has also held administrative roles that serve her well as an Associate with Wellington-Altus Private Wealth.
