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Hannay Group Private Wealth assists clients in identifying and pursuing financial goals by providing comprehensive advice to help plan for the future.
Our team approach ensures we can deliver comprehensive financial planning while providing a level of service we would expect as clients.
Kevin Hannay is a Senior Wealth Advisor at Wellington-Altus Private Wealth. Kevin delivers outstanding personal service to clients by customizing financial strategies tailored to help them achieve their financial objectives. He specializes in solutions for high-net-worth individuals and businesses. Kevin joined the financial industry in 1994 after graduating from Acadia University with a Bachelor of Business Administration, specializing in Finance and Economics. He continued his education by completing his CERTIFIED FINANCIAL PLANNER® designation in 1998 and his Chartered Investment Manager designation in 2020.
Julien is an Investment Advisor at Wellington-Altus, committed to helping clients achieve their financial goals through comprehensive planning and customized portfolios. Drawing on the analytical skills honed during his Engineering studies at the University of Moncton, Julien develops strategies tailored to clients’ aspirations, ensuring they remain on track toward their objectives. He is pleased to offer services in both English and French.
Investment Advisor
Emilie is an Investment Advisor at Wellington-Altus Private Wealth. She began her career in the investment industry in 2009 and developed her professional expertise working at both a leading Canadian financial institution and at one of the brokerage firms owned by National Bank Financial. Emilie obtained her CERTIFIED FINANCIAL PLANNER® designation in 2019. She is passionate about building long term relationships with her clients and understands the importance of creating a holistic plan and portfolio tailored to her client’s needs, to help them reach their goals.
Services provided in both French and English.
Yolande completed her Master’s degree in the UK and has worked in the business field since then. In 2012, she joined the investment industry as a consultant in Canada and started working for Kevin in 2016. As a Licensed Associate Investment Advisor at Wellington-Altus Private Wealth, Yolande assists the team with day-to-day operations, investment, and financial planning. She also manages crucial aspects of the business, including insurance planning and cash flow management. Her success is driven by addressing clients’ specific needs and her ability to recognize the right strategies and services.
Services provided in both Chinese and English.
Madison joined our team in 2017 after completing her Bachelor of Commerce degree at Mount Allison University. Taking on the role as an Associate at Wellington-Altus Private Wealth, Madison focuses on the administration side of the business while also ensuring that each client experience is a positive one. Madison thrives in customer service and administrative support roles where her focus is building strong relationships. It is her hope to grow within the business and to continue to learn along the way.
Professional guidance for your wealth: Our team represents the top tier of wealth management, so you can be sure your financial strategies are personalized, closely monitored and comprehensive. Our team believes in making the world a better place one client at a time, by helping them realize financial success through achieving their goals sooner.
