FCSI®, PFP®, FMA, CIM®, DMS, FEA
Senior Wealth Advisor & Senior Portfolio Manager
MBA, CIM®, FCSI
Senior Investment Advisor & Senior Portfolio Manager
Senior Associate Wealth Advisor
CFP®, TEP, PFP, CLU, CHS®
Associate Investment Advisor, Senior Wealth Planner
Jolene has a long history in the investment industry starting back in 1994. She has been with Wellington-Altus in Winnipeg, MB since its inception in 2017. Most recently she has spent her time working with advisory teams and their clients in Manitoba and Saskatchewan providing wealth planning guidance for families, business owners and high-net-worth individuals. Jolene is also licensed to provide life, accidental and critical illness insurance solutions.
Jolene began working in the investment industry on the advisory team side and is known for providing sound guidance and exceptional client service. A life-long learner, she is always looking for the next course to enroll in to further her education and professional expertise. To date, she has completed the Canadian Securities Course, The Conduct and Practices Handbook Course, and has earned her CFP®, PFP, CLU, CHS® and her TEP designations.
Jolene is excited to get back to her roots by joining the Henderson & Associates team! She is committed to adding her depth of expertise in the planning area and to continue expanding our client relationship management excellence.
Outside of work, Jolene’s teenage son keeps her busy with his activities; she enjoys watching him play hockey in the Winter and spending time together at the lake in the Summer. Jolene can often be found enjoying the company of family and close friends.
Michael graduated from the Asper School of Business with a Bachelor of Commerce in 2021 and immediately started working in the Financial Services industry. After spending a year on the Wellington-Altus Advanced Wealth Planning team, Michael joined Henderson & Associates in the Summer of 2022. He brings a shared value of providing care and exceptional service for each client that works with our team. Michael is passionate about ensuring clients are set up properly for any of their wealth needs and is currently pursuing his CFP® designation to further his education and enhance the value our team provides.
In his free time, Michael thoroughly enjoys going out and playing a round of golf. Aside from being on the links, you can find him surrounded by friends and family or enjoying the outdoors at the cabin.
Layne began her career in the financial services industry on the banking side in 2005. She graduated from the University of Manitoba in 2008 with a Bachelor of Arts and quickly climbed the ranks on the client service side, winning a number of awards for her attention to detail and her caring and empathetic approach to providing creative solutions for clients. Layne joined Henderson & Associates in the Fall of 2022 to add her excellent support skills to the administrative client service side of our team and is excited to be working directly with our clients.
When not at the office, Layne can be found enjoying time with her husband Alastair, their two young kids Myles and Audrey, and their two dogs. She truly loves to entertain close friends and family and looks forward to their annual family trip West to spend time adventuring in the outdoors!
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance Inc.
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
She loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.