Senior Wealth Advisor & Portfolio Manager
Simon began his career in finance in 2004 and brings more than 20 years of industry experience to his clients. He offers a keen understanding of market dynamics, a disciplined investment process, and a focus on fundamentals—an approach that consistently delivers strong performance while prioritizing robust capital preservation.
As a fiduciary and Portfolio Manager, Simon and his brother Michael have earned their clients’ trust through a commitment to always putting the clients’ interests first. Simon is also a Certified International Wealth Manager, with extensive experience in managing the complex needs of affluent, high-net-worth clients.
Simon lives in Westmount with his wife Anastasia and their three spirited young daughters, Natasha, Katherine, and Tatiana. In his free time, he is an active enthusiast of biking, snowboarding, running, and yoga. Simon is also a proud supporter of the Montreal Children’s Hospital and Sherbrooke University.
Senior Wealth Advisor & Portfolio Manager
Michael is dedicated to delivering high-calibre financial advice and portfolio management through a lens of global experience. His practice is focused on a straightforward long-term approach rooted in hard work and discipline.
With more than 15 years of expertise in the industry, Michael brings extensive international finance experience, having worked six years in Hong Kong and five years in Los Angeles. He has a disciplined investment process, a deep understanding of business dynamics, and is focused on high-quality investments.
In his free time, Michael is an avid runner and cyclist and is active in his community. He is a strong believer in personal self-reliance and a supporter of Sherbrooke University, the Canadian Red Cross, and the Montreal Children’s Hospital. Michael lives in Candiac with his wife Sabrina and their two young children, Victoria and Nathan.
Francesco brings more than 15 years of deep brokerage expertise to his role as an Associate Investment Advisor. Having spent much of his career working closely with high-value families, he understands that wealth management is about more than just numbers—it’s about securing a legacy.
Based in Montreal, Francesco is a devoted family man who treasures time spent with his wife and two sons.
Senior Investment Associate
Debbie brings a wealth of knowledge to our team with more than 40 years of experience with various investment firms.
Responsive and meticulous, Debbie is dedicated to providing exemplary client service. With a focus on client administration, Debbie ensures clients’ needs are met promptly and efficiently.
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 services industry since 2000 and has completed several courses with the Canadian Securities Institute.
Mary joined the Hale Investment Group in 2017, bringing more than three decades of experience in high-level administrative support and customer service. Her career journey has spanned the manufacturing sector and several years at McGill University’s Desautels Faculty of Management. Mary is passionate about building strong client relationships and approaches any new challenge with energy and professionalism.
Ivan has over five years of financial services experience and is a graduate of John Molson School of Business. Ivan holds a Certificate in Advanced Financial Advice and provides essential operational support, including trade execution for equities and derivatives.
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.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith is based in Kelowna, BC and works with advisory teams and clients across Canada to bring innovative tax strategies and estate planning solutions to their wealth plans. Judith believes a client’s objectives must drive any 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.
F.PI., CIM®, CIWM
Associate Vice-President, Wellington-Altus Insurance Inc.
Artur is a Senior Wealth Planner based in Montreal, QC, with over 12 years of experience delivering holistic wealth guidance for affluent Canadians. Artur is dedicated to creating a roadmap for his clients to help them achieve their financial and life goals. He is passionate about helping his clients and their families pursue and accomplish what is important to them.
Prior to joining Wellington-Altus, Artur worked at two large financial institutions undertaking holistic Financial Planning for high-net-worth private clients. Working together with teams of wealth management professionals, he was providing financial planning advice for clients of private investment counsel, private banking, and corporate/commercial divisions.
Artur holds a Master’s Degree in Private Banking from University of Verona, Italy. In addition, he is member of the IQPF (Quebec Institute of Financial Planning) and holds the Financial Planner designation (F.Pl.). Artur also holds the Chartered Investment Manager (CIM®) designation and the Certified International Wealth Manager (CIWM) designation.
Outside of work, Artur enjoys spending time with his spouse and their two young children, travelling, reading and when he can, playing his favorite sport, soccer.