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A relationship with us means a relationship with a team of established wealth management advisors. With a combination of education and experience and a firm knowledge of the financial industry, we have earned a reputation as leaders in the financial community.
Q. What inspires you?
Helping others however I can.
Q. What would you say is the most interesting thing about you?
Childhood square dancing champion.
Q. If you had a time machine where would you go?
Go back to the year I was born and buy $100 worth of Apple stock.
Senior Wealth Advisor
Wade began his financial career in 2000 and is a Certified Financial Planner professional (CFP). He takes a holistic approach with creating in-depth, customized wealth management solutions for affluent and high net worth retirees, business owners and professionals. Wade has the ability of making complex scenarios easy to understand, and provides clients with a sense of confidence and clarity when it comes to their financial future.
Wade is passionately committed to his community. He is a member of the Moncton West and Riverview Rotary Club and a board member for the New Brunswick Youth Orchestra. He has also served on a number of capital campaigns and other community initiatives. Wade and his wife have two daughters and live in Riverview.
Q. What’s the best piece of advice you’ve ever been given?
Do what is right, not what is easy.
Q. What would be the most surprising scientific discovery imaginable?
Fountain of youth with the wealth of knowledge.
Q. Are you an early bird or night owl?
Early bird, ever since I was young. This gives me more time to reflect on yesterday’s accomplishments and today’s goals.
Associate Investment Advisor
Nicole has been helping clients meet their financial goals for over 15 years. She previously worked at one of the Big five banks as a Senior Financial Advisor before joining Wellington-Altus. She is dedicated to her clients and passionate about building long-term relationships. Nicole grew up in Ontario and moved out to beautiful New Brunswick in 2022 with her family to be closer to nature and sea.
Associate Investment Advisor
CIM®
Zoë joins Wellington-Altus as an Associate Investment Advisor.
She graduated from St. Francis Xavier University with an undergraduate degree, majoring in Economics. Zoë has also earned the Chartered Investment Manager (CIM®) designation. She has completed various other industry courses and certificates.
Her private wealth experience began in 2021 at CIBC Wood Gundy. Prior to her role in private wealth, Zoë held roles in personal banking and financial planning at RBC. Immediately following university, she started her professional career in corporate finance and investor relations with a Canadian junior mining company.
Outside of the office, Zoë spends most of her time golfing, hunting, and fly fishing alongside her black lab, Boone.
As leaders in the field of high net worth planning, we believe that the management of your wealth depends on a personal, comprehensive approach – one that involves advanced in-depth analysis, input from experts, and close monitoring to keep up with changes in your life.
