Senior Wealth Advisor
Grant has been helping high-net-worth clients and their families, businesses, and organizations build wealth since 1990. Grant’s career in the investment industry began in 1990 at one of Canada’s Big Six banks after graduating with an Honours double major in Economics and Political Science from the University of Toronto and York University. Grant quickly established himself as a leader in serving high-net-worth clientele within his previous firm. In 2024 he joined Wellington-Altus Private Wealth to continue providing the highest level of client service and wealth management advice.
He has been married since 2002 and has two children. Outside of business, Grant spends all his time with his busy family, golfing, skiing, and enjoying life up north and around the community of Springwater.
The secret to getting ahead is getting started.
Senior Wealth Advisor
Steve has spent the last 23 years of his career focused on matching clients’ financial goals to appropriate investments, always concentrating on dynamic risk management techniques along the way.
Working closely with his friend and colleague, Grant Moyle, for over two decades, they have continued to build a practice that spans generations of families, business owners, institutions and foundations. They also collaborate with specialists, including tax and estate planners, as needed, to cover every facet of a client’s individual wealth circumstance. Steve is experienced in tough market conditions and has strong relationships with key analysts, traders and research professionals who give him expert insight and access to pertinent market considerations.
Steve holds the Chartered Financial Analyst (CFA) designation, and together with his education and professional experience, he is able to analyze corporate balance sheets in depth to uncover the truth about a company’s performance. He is also licensed and experienced in executing complex options and other derivative strategies where needed to meet a client’s needs.
Steve is married with three kids, and the family has three dogs. He enjoys his spare time reading, skiing, and hiking.
The stock market is a device for transferring money from the impatient to the patient.
Raised in North Bay, Ontario, and shaped by the influences of his parents—a dedicated school teacher and an entrepreneur—Karac brings a unique perspective and skillset to our team.
His journey in the financial industry began in 2019 at one of Canada’s Big Six Banks, and in 2022 Karac transitioned to Moyle Rowley Wealth Management Group.
A proud alum of the Gordon S. Lang School of Business and Economics at the University of Guelph, Karac holds an Honours Bachelor of Commerce majoring in Management Economics and Finance. His approach is defined by a dedication to holistic solutions, ensuring that every aspect of a client’s financial well-being is considered and addressed.
Beyond the boardroom, Karac finds balance through various interests such as skiing, golfing, and chess. He also enjoys spending his summers up north on the lake with his family.
An investment in knowledge pays the best interest.
B.A.(Hons.)
After over a decade of leadership roles in hospitality, Jordan began his career in investment banking in 2018 as a specialist at the wealth information centre at one of the Big Six banks. As a specialist, it was Jordan’s responsibility to assist various lines of business at the bank from across the country with issues and questions regarding registered plans, new accounts, and transfers. After only one year in this role, Jordan moved to a premium team to continue his pursuit of offering exceptional service to investment advisors who serve high-net-worth clients of the private wealth management group.
Jordan leverages his knowledge about various investment products, problem-solving skills, and attention to detail to help deliver on our team’s commitment to providing exceptional service to our clients.
Jordan and his partner Kristina were engaged on October 17, 2020. They have a cat named Samuel and a beagle named Hank. A big fan of music, Jordan spends most of his free time playing guitar or listening to songs louder than he probably should at his age.
Quality is not an act, it is a habit.
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’s 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. Connie is passionate about educating both advisors and their clients on how to effectively preserve and pass on wealth.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her CFP® and CHS designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
Outside of work, 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.
Associate Vice-President
“ Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” – Albert Einstein
Ahmad joined Wellington-Altus in January 2024 and is based in Toronto, ON. He advises high-net-worth families and business owners on developing wealth planning solutions that address retirement, tax, estate, business and wealth succession, and philanthropic planning.
Ahmad possesses over a decade of advanced multi-disciplinary experience in the wealth management space. Following different roles at Canadian financial institutions as both a Wealth Advisor and Director, Wealth Planning, he joined Wellington-Altus to focus exclusively on planning.
Prior to moving to Toronto, Ahmad served on the executive committee of the Eastern Ontario chapter for the Estate Planning Council. Known for his ability to explain complex financial concepts to a broad audience he is also an Adjunct Professor at Queen’s University where he enjoys sharing his passion for finance with the young minds of tomorrow. Ahmad is a regular contributor to FP Canada and has volunteered with numerous other organizations in various capacities.
Ahmad was one of the seven nationwide finalists in the PlanPlus Canada Financial Planning Awards financial planning competition in 2019. More recently, he was awarded the prestigious FP Canada™ Fellow distinction in recognition of having made significant contribution to furthering the organization’s mandate to lead the advancement of professional financial planning in Canada.
Ahmad has a B.Comm with Honours from Queen’s University, is a CFA® Charterholder, and has obtained the CFP®, TEP, CLU, and FCSI designations.
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