Senior Wealth Advisor & Portfolio Manager
Senior Wealth Advisor & Portfolio Manager
As an Associate Investment Advisor, Francesco leverages his 10+ years of brokerage experience and knowledge to deliver an exemplary level of service to our clients.
Senior Investment Associate
Senior Investment Associate
Alison’s focus is on administration as well as account maintenance. She consistently delivers personalized client service to ensure our clients’ needs are prioritized and taken care of. She is always willing to go the extra mile for our team and our clients.
Alison has been working in the financial service industry since 2000 and has completed several courses with the Canadian Securities Institute.
In her free time, Alison enjoys gardening as well as yoga. She lives in Pointe-Claire with her husband, her 14-year-old son, and their two dogs.
Associate Vice-President, Wellington-Altus Insurance Inc.
Connie joined Wellington-Altus in 2019 as the inaugural Manager of Insurance and is
based in Winnipeg, MB. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity and works closely with advisors and clients to 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.