Senior Wealth Advisor, Senior Portfolio Manager
Conrad joined Wellington-Altus after 14 years with a major bank-owned financial advisory firm and six previous years in capital markets, research, and private wealth management roles.
Conrad graduated with distinction from the University of Victoria in 2001 and has remained committed to honing his skills through education. He holds the Chartered Financial Analyst designation, considered the gold standard of financial designations by The Economist and the investment industry. CFA charterholders adhere to rigorous standards of ethics, transparency and continuing education. As a CERTIFIED FINANCIAL PLANNER® professional, Conrad offers comprehensive planning capabilities to a specified standard of education, experience and ethics.
As a portfolio manager, Conrad is qualified to act with discretion on his clients’ behalf, freeing them from making day-to-day investment decisions.
In 2021 Conrad received the distinction of being named one of the Globe & Mail’s top 150 wealth advisors in Canada.
Conrad and his wife Sara, their daughter Hayden and son Parker keep very busy together. He enjoys cooking and the great outdoors; his favourite activities include CrossFit, biking, running, and downhill skiing.
Associate Wealth Advisor
Kyle manages client relationships, performs numerous advisory services, and acts as a problem-solver. He is a graduate of Mount Royal University, has received his Chartered Investment Manager (CIM®) designation, and is working towards the Chartered Financial Analyst (CFA) designation.
Kyle is a sports fanatic – he plays hockey, baseball and golf, snowboards and hikes the Kananaskis area as often as possible.
Jordan joined the Kluge Wealth Advisory Group in February 2020. Supplementing his prior industry experience, he also holds a bachelor’s degree in finance from the University of Lethbridge.
In his personal life, Jordan is enamored with sports and fitness. When not working, he can be found at the gym or playing hockey and golf.
Scarlett joined the Kluge Wealth Advisory Group as a Client Service Associate in November 2021. Previously she was a legal assistant with a major Canadian securities law firm and is working on completing her Bachelor of Management degree from the University of Lethbridge.
In her personal life, she enjoys spinning, reading, and the outdoors.