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PFP®
Senior Investment Advisor
Scott has been in the wealth management industry for almost 30 years and has established himself as a trusted advisor with the families he helps, most of them having over 20-year relationships. What started out as managing people’s money has evolved into helping clients live the life they want to live as it isn’t always just about how much wealth they create.
Throughout his career, Scott has demonstrated a commitment to excellence and a passion for the client experience as he helps individuals and families achieve their financial goals. He prides himself on not only helping clients increase their wealth, but he also focuses on their health and how “wealth and health” go hand-in-hand to having a successful retirement.
For Scott, by far the most satisfying parts of his job are the genuine relationships and more importantly, the friendships that have formed along the way. Being invited to weddings and other family events shows how Scott is far more than just their ‘investment guy.’ This level of care and attention towards clients along with his commitment to financial planning has contributed to Scott being recognized as a top advisor and member of his previous firm’s coveted President’s Council since its inception.
Scott applies what he learned from his upbringing on the family farm in Saskatchewan to the work he does with clients today. Simply put, work hard, treat people the way you would like to be treated, and don’t take things for granted because you don’t know when they’ll be gone.
Outside of work, you can find Scott on the golf course in the summer, accompanying his daughter to horse shows and rodeos across Alberta, or spending quality time at the cabin with his family.
Senior Wealth Associate
Sonja has been a key part of Scott’s team since 2013. She plays an essential role in the high client satisfaction ratings that Scott receives year after year from his clients. Sonja is always striving to give 100%, especially when it comes to taking care of clients. The best part of her job is really getting to know clients and their families. She will always make time to talk with them and find out what’s going on in their lives.
Sonja has been professionally training and showing Morgan horses for 30 years. She has trained, shown, and directed amateurs and junior exhibitors to Grand National and World Championship wins, which take place every year in Oklahoma City. A lot of her passion for horses stems back to her great grandfather who came to Canada importing Clydesdales to Alberta.
Sonja is proud to be born and raised in Alberta. She loves everything from camping to quadding, dirt biking, paddling, cross-country skiing; you name it – the bigger the adventure, the better. Sonja and Roger are married and have a daughter Aidan who is currently attending U of A, and a son, Eric, who is finishing high school in Leduc. As a family, they try to spend as much time as possible on a lake, river or in the mountains.
Associate Investment Advisor
Erin joins the Fleischhacker Private Wealth Team as a Senior Associate with 15+ years of wealth management experience. Erin previously worked on the Private Counsel side of the business before joining Scott’s team.
Erin is a person of great integrity. Everything that she does is centered around the client and their best interest. She knows that the overall experience the client receives is paramount to her profession. Cory Boddy, a mentor and friend, would always say: ‘Let’s keep everything we do pointed towards the best interest of our clients and change our industry from the inside out.’ Erin is dedicated to carrying on Cory’s legacy with Scott and team by doing just that.
Known for making things happen and ensuring that things get done – and get done accurately – Erin is constantly aiming for simple and efficient solutions to ensure everything runs smoothly for clients.
Associate
Kelly is a small-town girl from Newfoundland at heart. She is one of those people who, when you meet her for the first time, you feel like you’ve known her forever. She’s genuine, thoughtful, and always up for a challenge. Kelly believes in the value of hard work and is constantly striving to be the best version of herself.
Kelly brings with her a wealth of experience, including 10+ years in the Financial Services Industry, most recently as a financial services Manager at Bank of Montreal. Kelly has received many accolades and been recognized many times for her outstanding service throughout her career. She is looking forward to getting to know our amazing clients and bringing this same level of service to you.
Outside of work, Kelly and her husband Colby, along with their two incredible children, Summer and Cruz, lead a very active lifestyle. You can often find them golfing, downhill skiing and hiking. They love the mountains and they try to spend as much time as possible outdoors. Kelly’s family are also HUGE Oiler Fans. They truly believe that every year is the year the Oilers are going to win the Stanley Cup!
Associate Investment Advisor
Tyler was born in Edmonton but grew up in Canmore Alberta. Tyler’s fascination with money and investing ignited from a tender age when he began working at the McDonald’s in Canmore at the age of 12. He firmly believes in the mantra that one should make their money work for them, a philosophy that he intends to share with his clients as he embarks on his career.
Compassion is at the core of Tyler’s mission. Recognizing that money can often be a source of stress for families, he is committed to alleviating that burden and helping clients realize their financial dreams. His vision extends beyond transactions; Tyler aims to build strong client-advisor relationships that naturally evolve into genuine friendships. He’s dedicated to a path of lifelong learning, aspiring to grow into a senior investment advisor role, continuously expanding his expertise.
Tyler holds a Bachelor of Commerce degree with a major in Finance from the University of Alberta. His sights are now firmly set on the coveted CERTIFIED FINANCIAL PLANNER® designation, marking his dedication to providing top-tier financial guidance.
But Tyler is not just numbers and spreadsheets. In the summer, you’ll find him honing his golf swing around some of Edmonton’s local courses, and when winter arrives, he’s laced up, and ready for the action at the hockey rink.
B.Ed, CFP®, CHSTM
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.
Independent Consultant
Gene Hochachka is the founder and Chief Investment Officer of Frontier Financial Inc., a registered portfolio manager. Originally from Edmonton, Gene began his career in Vancouver, where he spent eight years as a quantitative financial analyst with Phillips, Hager& North Investment Management. He then spent nearly sixteen years with ATB Investment Management, first as a portfolio manager of the Compass portfolio program and then also as the company’s Chief Investment Officer. Under his management, Compass was one of the top-performing programs of its type in Canada and grew to nearly $17 billion of assets.
Gene supports Scott through his role as an independent Portfolio Consultant, which includes the design of model portfolios, ongoing due diligence, client communication, and acting as a sounding board to Scott to discuss markets and investing.
Gene’s education includes a Bachelor of Commerce degree with Distinction from the University of Alberta, a Master of Science in Finance degree from the University of British Columbia including one year of doctoral-level courses, and the Chartered Financial Analyst designation.
Mr. Hochachka is an independent consultant to Scott Fleischhacker, and is not an employee of Wellington-Altus Private Wealth Inc. (“WAPW”), nor is he registered in any capacity with WAPW. Mr. Hochachka is registered with the Alberta Securities Commission as an advising representative, but does not provide portfolio management advice or registrable services directly to clients of WAPW.
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.
