Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
CFP®
Senior Wealth Advisor
Christopher Fernandes is a Senior Wealth Advisor with Wellington-Altus Private Wealth. He is passionate about providing families with the tools and confidence to do the right thing with their money, for greater freedom and a simpler life. Chris has been a Financial Advisor for over 20 years. He is a CERTIFIED FINANCIAL PLANNER®, and he is also Insurance licensed as part of his practice. Chris enjoys golfing and spending time with his wife and two young boys.
CFP®
Senior Associate
Tara’s twenty-year immersion “helping clients do the right thing with their money” has provided many opportunities to withstand unknowns and change throughout the world and their ripple effects on the families connected to her. Over the years, the solutions that have encouraged clients on their unique path have been illustrated with the aid of Wealth Planning and has provided clients the knowledge, assurance and freedom to remain invested in the bouts of real-life uncertainty and volatility. These real life experiences have built Tara’s confidence in the markets and her desire to assist others along their wealth journey. When Tara is not working you will always find her together with her husband making life bright for their 3 young boys, and those around them.
Associate Investment Advisor
Alex began his career in finance as a proprietary trader for a small hedge fund in Montreal, eventually moving to Toronto to work in private wealth as an associate for one of the largest advisory firms in Canada. Over the years he has developed a specialization in risk management and completed the Life Licence Qualification Program. His almost decade-long insurance practice has now found him supporting advisors as an in-house insurance specialist. Through collaborating with Alex, advisors can focus more effectively on growing and managing assets while still offering holistic wealth management solutions that do not ignore non-market risks.
