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Simon Hale

CIM®, CIWM, FCSI®

Senior Wealth Advisor & Portfolio Manager

Simon has more than 18 years of experience in the financial industry. His keen understanding of market dynamics, disciplined investment process, and focus on fundamentals have led to consistently strong performance while protecting capital for clients.

Simon lives in Westmount with his wife Anastasia and three rambunctious young girls Natasha, Katherine, and Tatiana. In his free time, Simon enjoys biking, snowboarding, running, and yoga. He is also a proud supporter of the Montreal Children’s Hospital and Sherbrooke University.
Michael Hale

Michael Hale

CIM®

Senior Wealth Advisor & Portfolio Manager

Michael is dedicated to providing the highest quality financial advice and portfolio management. 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, Canadian Red Cross, and the Montreal Children’s Hospital. Michael lives in Candiac with his wife Sabrina, infant daughter Victoria, and overly affectionate chocolate Lab Riley.

Francesco Prete

Associate Investment Advisor

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.

Debbie Williams

Debbie Williams

Senior Investment Associate

Debbie brings a wealth of knowledge to our team with more than 35 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.
Mary Masciotra

Mary Masciotra

Investment Associate
Mary brings over 25 years of experience in high-level administrative support and customer service. Her career includes two decades in the manufacturing industry and, most recently, in higher education.

She possesses strong organizational and interpersonal skills and approaches any new challenge with energy and professionalism. Mary is thrilled to be a part of the Hale Investment Group team and is dedicated to providing the highest level of service.
Alison Stirling

Alison Stirling

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.

Ivan Egorov

Ivan Egorov

Investment Associate
Ivan joined the team in 2021 and focuses on daily administrative tasks and general client inquiries.

Ivan holds a Bachelor of Commerce degree from Concordia University with a major in Finance and minor in Entrepreneurship. In his free time, he enjoys cooking for his friends and family and riding his bicycle around the Montreal area. Ivan lives in Verdun with his wife Svetlana and their dog Lada.

Our Extended Team

Connie Gale

B.Ed, CFP®, CHS®

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.

Judith Charbonneau

Judith Charbonneau-Kaplan

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.

Artur Llubani

Artur Llubani

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.