{"id":1377,"date":"2025-02-12T21:28:42","date_gmt":"2025-02-12T21:28:42","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/bishopmichalkowtozer\/?page_id=1377"},"modified":"2025-08-01T13:43:42","modified_gmt":"2025-08-01T13:43:42","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/meet-the-team\/","title":{"rendered":"Meet the Team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1377\" class=\"elementor elementor-1377\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-aa7814c elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"aa7814c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7ff288c\" data-id=\"7ff288c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-4e2e873 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"4e2e873\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-696578b\" data-id=\"696578b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ae1e531 elementor-widget elementor-widget-heading\" data-id=\"ae1e531\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Meet the Team<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-37ce75d e-flex e-con-boxed e-con e-parent\" data-id=\"37ce75d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4a98f3c e-con-full e-flex e-con e-child\" data-id=\"4a98f3c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b8d3a38 elementor-widget elementor-widget-image\" data-id=\"b8d3a38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Mark-Bishop.jpg\" class=\"attachment-full size-full wp-image-272\" alt=\"Mark Bishop\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Mark-Bishop.jpg 800w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Mark-Bishop-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Mark-Bishop-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Mark-Bishop-768x768.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dea9345 e-con-full e-flex e-con e-child\" data-id=\"dea9345\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-53ab726 elementor-widget elementor-widget-heading\" data-id=\"53ab726\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Mark Bishop<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8028ca elementor-widget elementor-widget-text-editor\" data-id=\"d8028ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CIM<sup>\u00ae<\/sup>, CFP<sup>\u00ae<\/sup>, BA<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e04a78d elementor-widget elementor-widget-text-editor\" data-id=\"e04a78d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Wealth Advisor &amp; Portfolio Manager<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d78b0e elementor-widget elementor-widget-text-editor\" data-id=\"4d78b0e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>As a Senior Wealth Advisor and Portfolio Manager, Mark brings over 18 years of experience to Wellington-Altus Private Wealth. During this time, he has earned a reputation for building long-lasting relationships and providing tailored investment solutions for his clients.<\/p><p>Mark\u2019s personalized approach focuses on understanding each client&#8217;s unique needs, risk tolerance, and objectives. He provides his clients with unbiased access to a full spectrum of investment products, from traditional assets like stocks and bonds to alternative assets such as private equity and structured products. His broad expertise ensures tailored financial strategies for each client.<\/p><p>Mark holds a bachelor\u2019s degree with a major in economics from the University of Victoria (UVic) and is a CERTIFIED FINANCIAL PLANNER<sup>\u00ae<\/sup> professional. He also holds the Chartered Investment Manager (CIM<sup>\u00ae<\/sup>) designation, one of the highest levels of certification in the investment industry, highlighting his advanced skills in portfolio management and discretionary investment authority. Additionally, Mark is a licensed insurance advisor with Wellington-Altus Insurance, enabling him to offer comprehensive financial and risk management solutions.<\/p><p>Outside of work, Mark enjoys spending time with his family and taking advantage of all the Okanagan has to offer. Together with his wife and four children, they keep active with numerous activities including hiking, golfing and soccer in the summer while skiing and hockey fill the winter months.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34bc8d7 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"34bc8d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-778-721-8517\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">778.721.8517<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:mark.bishop@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">mark.bishop@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a8b68e7 e-flex e-con-boxed e-con e-parent\" data-id=\"a8b68e7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0252be6 e-con-full e-flex e-con e-child\" data-id=\"0252be6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d3f792f elementor-widget elementor-widget-image\" data-id=\"d3f792f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Trevor-Michalkow.jpg\" class=\"attachment-full size-full wp-image-273\" alt=\"Trevor Michalkow\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Trevor-Michalkow.jpg 800w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Trevor-Michalkow-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Trevor-Michalkow-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/09\/Trevor-Michalkow-768x768.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ab116ef e-con-full e-flex e-con e-child\" data-id=\"ab116ef\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-eaace72 elementor-widget elementor-widget-heading\" data-id=\"eaace72\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Trevor Michalkow<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e0ce354 elementor-widget elementor-widget-text-editor\" data-id=\"e0ce354\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFP<sup>\u00ae<\/sup><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a3d310 elementor-widget elementor-widget-text-editor\" data-id=\"8a3d310\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Wealth Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d3c1eb7 elementor-widget elementor-widget-text-editor\" data-id=\"d3c1eb7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Building wealth and protecting assets are Trevor\u2019s main concerns.<\/p><p>Over the past 28 years, Trevor has found that understanding his clients\u2019 goals, objectives, and building long-lasting trust is the key to financial success between client and advisor. He works closely with all his clients to ensure they fully understand how to protect their wealth as it pertains to retirement, estate, and corporate planning options. As a CERTIFIED FINANCIAL PLANNER<sup>\u00ae<\/sup> professional, his job is to look holistically at a client\u2019s personal situation and discuss the best possible alternatives that fit their financial needs. Trevor is truly invested in the success of his clients and is proud of the relationships he has built with them over the years.<\/p><p>Born and raised in Kelowna, Trevor has two children, Brooklyn and Madison. They enjoy the fruits (no pun) that the Okanagan provides. Golfing, hiking, mountain biking, skiing, socializing with great people, and more recently, gold panning, are a few but not all of the activities that he enjoys.<\/p><p>Trevor can navigate you through the calm and troubled waters of investing so you can enjoy the best of your life!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-147ca8a elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"147ca8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-778-721-8519\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">778.721.8519<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:trevor.michalkow@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">trevor.michalkow@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-813aa50 e-flex e-con-boxed e-con e-parent\" data-id=\"813aa50\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a1fed27 e-con-full e-flex e-con e-child\" data-id=\"a1fed27\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a2492b elementor-widget elementor-widget-image\" data-id=\"7a2492b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"738\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/11\/George-Tozer-2.jpg\" class=\"attachment-full size-full wp-image-327\" alt=\"George-Tozer\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/11\/George-Tozer-2.jpg 800w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/11\/George-Tozer-2-300x277.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2021\/11\/George-Tozer-2-768x708.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bf1024c e-con-full e-flex e-con e-child\" data-id=\"bf1024c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ee691e5 elementor-widget elementor-widget-heading\" data-id=\"ee691e5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">George Tozer<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0aefb4b elementor-widget elementor-widget-text-editor\" data-id=\"0aefb4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CFP<sup>\u00ae<\/sup><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-efd0ea1 elementor-widget elementor-widget-text-editor\" data-id=\"efd0ea1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Senior Wealth Advisor<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f638242 elementor-widget elementor-widget-text-editor\" data-id=\"f638242\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>George Tozer has over 20 years\u2019 experience assisting individuals and corporations in developing investment, tax, succession, and estate planning strategies and solutions.<\/p><p>George\u2019s proven and systematic approach utilizes an array of conventional and alternative investment disciplines, tax-preferred strategies, and personal and corporate life insurance solutions. His financial planning process delivers both results and peace of mind to his clients.<\/p><p>George is a CERTIFIED FINANCIAL PLANNER<sup>\u00ae<\/sup> professional, has obtained his Life and Disability Insurance Level 2 designations, and has completed the Wealth Management Essentials (WME<sup>\u00ae<\/sup>) course. He is also a member in good standing with the Kelowna Estate Planning Society.<\/p><p>George\u2019s family has long-standing roots in Kelowna. He has built credibility and trust in many areas of the community. His community involvement has included Kelowna Minor Hockey, Central Okanagan Youth Soccer, Steve Nash and Middle School Basketball leagues, in addition to being on the boards of Creative Okanagan, the Okanagan Symphony Society, and the Kelowna Secondary School music program.<\/p><p>George lives in Kelowna with his wife, Sheila French, where they enjoy biking, hiking, travelling, cooking together, and attending music events around the area.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-83e0918 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"83e0918\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-361-9417\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.361.9417<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:george.tozer@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">george.tozer@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e8a686e e-flex e-con-boxed e-con e-parent\" data-id=\"e8a686e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e3683dc e-con-full e-flex e-con e-child\" data-id=\"e3683dc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12fade5 elementor-widget elementor-widget-image\" data-id=\"12fade5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2025\/05\/Katya-Fominykh.jpg\" class=\"attachment-full size-full wp-image-1505\" alt=\"Katya Fominykh\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2025\/05\/Katya-Fominykh.jpg 800w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2025\/05\/Katya-Fominykh-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2025\/05\/Katya-Fominykh-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2025\/05\/Katya-Fominykh-768x768.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-486a24c e-con-full e-flex e-con e-child\" data-id=\"486a24c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e07ab8c elementor-widget elementor-widget-heading\" data-id=\"e07ab8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Katya Fominykh<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6b11905 elementor-widget elementor-widget-text-editor\" data-id=\"6b11905\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Investment Associate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c15d741 elementor-widget elementor-widget-text-editor\" data-id=\"c15d741\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Recently graduated with a Bachelor of Business degree, Katya brings academic prowess and a deep interest in the dynamic financial industry to our team. Eager to contribute to the ever-evolving world of finance, Katya is positioned for growth, reflecting a commitment to continuous learning and professional development. Her extensive experience in customer service helps ensure clients receive unparalleled support, aligning seamlessly with our high standards. Outside of the office, Katya enjoys all the outdoor activities Okanagan has to offer as well as traveling the world, reading, and indulging in theater.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-acb2c30 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"acb2c30\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:+1-236-326-1533\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">236.326.1533<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:ekaterina.fominykh@wellington-altus.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">ekaterina.fominykh@wellington-altus.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-590f2c9 animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"590f2c9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-5cef117 e-con-full e-flex e-con e-child\" data-id=\"5cef117\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8ce7411 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"8ce7411\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9d611d7 e-flex e-con-boxed e-con e-parent\" data-id=\"9d611d7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a80eb64 e-con-full e-flex e-con e-child\" data-id=\"a80eb64\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b8074d1 elementor-widget elementor-widget-heading\" data-id=\"b8074d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Extended Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-04233da animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"04233da\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ea40d2c e-con-full e-flex e-con e-child\" data-id=\"ea40d2c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cc32b44 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"cc32b44\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-63b2e4c e-flex e-con-boxed e-con e-parent\" data-id=\"63b2e4c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d1b2def e-con-full e-flex e-con e-child\" data-id=\"d1b2def\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2f58196 elementor-widget elementor-widget-image\" data-id=\"2f58196\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Judith-Charbonneau.jpg\" class=\"attachment-full size-full wp-image-900\" alt=\"Judith Charbonneau\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Judith-Charbonneau.jpg 800w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Judith-Charbonneau-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Judith-Charbonneau-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Judith-Charbonneau-768x768.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9f59465 e-con-full e-flex e-con e-child\" data-id=\"9f59465\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fba5e56 elementor-widget elementor-widget-heading\" data-id=\"fba5e56\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Judith Charbonneau Kaplan<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2ac22c8 elementor-widget elementor-widget-text-editor\" data-id=\"2ac22c8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>LL.B., LL.M. TAX, TEP<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79294e3 elementor-widget elementor-widget-text-editor\" data-id=\"79294e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Vice-President, Advanced Wealth Planning Strategy &amp; Services<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a900445 elementor-widget elementor-widget-text-editor\" data-id=\"a900445\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"p2\">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\u2019s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.<\/p><p class=\"p2\">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\u2019s \u201cIn-Depth Tax Program\u201d.<\/p><p class=\"p2\">Judith graduated from the Universit\u00e9 de Montr\u00e9al with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montr\u00e9al). Judith is a lawyer with the Barreau du Qu\u00e9bec and a Canadian Legal Advisor with the Law Society of British Columbia.<\/p><p class=\"p2\">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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0593e38 e-flex e-con-boxed e-con e-parent\" data-id=\"0593e38\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-38d575c e-con-full e-flex e-con e-child\" data-id=\"38d575c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d62f3bd elementor-widget elementor-widget-image\" data-id=\"d62f3bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Michael-Naito.jpg\" class=\"attachment-full size-full wp-image-901\" alt=\"Michael-Naito\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Michael-Naito.jpg 800w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Michael-Naito-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Michael-Naito-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Michael-Naito-768x768.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b9be44a e-con-full e-flex e-con e-child\" data-id=\"b9be44a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-da43296 elementor-widget elementor-widget-heading\" data-id=\"da43296\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Michael Naito<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5530e66 elementor-widget elementor-widget-text-editor\" data-id=\"5530e66\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>CPA, CA, TEP, CFP<sup>\u00ae<\/sup><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-869762f elementor-widget elementor-widget-text-editor\" data-id=\"869762f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Associate Vice-President, Advanced Wealth Planning Group<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-67e2ec4 elementor-widget elementor-widget-text-editor\" data-id=\"67e2ec4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"p2\">Michael is based in Kelowna where he works primarily with advisory teams and their clients in interior British Columbia. Prior to joining Wellington-Altus, Michael dedicated over a decade to gaining experience and knowledge in a public practice accounting setting, primarily specializing in Canadian domestic taxation. Within this role, Michael provided domestic tax expertise to owner-managed businesses with a focus on corporate reorganizations, succession planning, and estate planning. These experiences resulted in Michael becoming a technical leader within the firm, educating both tax and non-tax professionals on timely topics to ensure they had the knowledge required to help their clients navigate the current tax and business environment.<\/p><p class=\"p2\">As a CPA, CA, Michael has a strong background in Canadian income tax matters. Combined with his Trust and Estate Practitioner (TEP) and CERTIFIED FINANCIAL PLANNER<span class=\"s2\">\u00ae <\/span>designations, Michael excels at addressing various wealth planning needs.<\/p><p class=\"p2\">Outside of work, Michael is also a facilitator for the CPA Canada \u201cIn-Depth Tax Program\u201d and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6aacc80 e-flex e-con-boxed e-con e-parent\" data-id=\"6aacc80\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-34ee5fd e-con-full e-flex e-con e-child\" data-id=\"34ee5fd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a2f5dbf elementor-widget elementor-widget-image\" data-id=\"a2f5dbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"375\" height=\"375\" src=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Connie-Gale.jpg\" class=\"attachment-full size-full wp-image-906\" alt=\"Connie Gale\" srcset=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Connie-Gale.jpg 375w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Connie-Gale-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/wp-content\/uploads\/sites\/106\/2023\/08\/Connie-Gale-150x150.jpg 150w\" sizes=\"(max-width: 375px) 100vw, 375px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fd3490d e-con-full e-flex e-con e-child\" data-id=\"fd3490d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5ca6b60 elementor-widget elementor-widget-heading\" data-id=\"5ca6b60\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Connie Gale<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8652ae4 elementor-widget elementor-widget-text-editor\" data-id=\"8652ae4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>B.Ed, CFP<sup>\u00ae<\/sup>, CHS<sup>\u00ae<\/sup><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b0fbeed elementor-widget elementor-widget-text-editor\" data-id=\"b0fbeed\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Associate Vice-President, Wellington-Altus Insurance Inc.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-88215d7 elementor-widget elementor-widget-text-editor\" data-id=\"88215d7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Connie joined Wellington-Altus in 2019 as the inaugural Manager of Insurance and is based in Winnipeg, MB. She began her journey in the wealth services industry at one of Canada\u2019s pre-eminent insurance companies and has obtained both life and investment licensing designations. She values employing a holistic approach to best serve the interests and needs of clients and has spent many years fostering strong relationships and helping clients build and manage their wealth.\u00a0Connie is passionate about educating both advisors and their clients on how to effectively preserve and pass on wealth.<\/p><p>Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her CFP<sup>\u00ae<\/sup> and CHS designations.\u00a0 She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.<\/p><p>Outside of work, she loves to cook, enjoys travelling and is fanatic about baseball.\u00a0Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Meet the Team Mark Bishop CIM\u00ae, CFP\u00ae, BA Senior Wealth Advisor &amp; Portfolio Manager As a Senior Wealth Advisor and Portfolio Manager, Mark brings over 18 years of experience to Wellington-Altus Private Wealth. During this time, he has earned a reputation for building long-lasting relationships and providing tailored investment solutions for his clients. Mark\u2019s personalized [&hellip;]<\/p>\n","protected":false},"author":149,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-1377","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Meet the Team - Landmark Private Wealth Group<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/landmarkprivatewealth\/meet-the-team\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meet the Team - Landmark Private Wealth Group\" \/>\n<meta property=\"og:description\" content=\"Meet the Team Mark Bishop CIM\u00ae, CFP\u00ae, BA Senior Wealth Advisor &amp; Portfolio Manager As a Senior Wealth Advisor and Portfolio Manager, Mark brings over 18 years of experience to Wellington-Altus Private Wealth. 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