Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future.
CFA, FMA
Senior Investment Advisor
I understand the value of advice and take pride in providing physicians and their families with thoughtful planning to help them meet their financial needs and reach their goals in life. Taking a holistic approach, I work to consistently deliver tailored planning solutions to enhance my clients’ overall financial wellness. It is for these reasons that I joined Wellington-Altus.
I have known the management team at Wellington-Altus for 15 years and trust them to build a platform that prioritizes client experience, advisor independence, and safety of assets.
My career in financial services began over 20 years ago, in 2002. Since then, I have developed a focus on advising successful physicians, their families, and business owners. I provide families in the Okanagan and Kootenay regions with wealth, tax, insurance, succession, estate and philanthropic planning advice.
I earned a Bachelor of Commerce in Finance and Accounting from the Asper School of Business at the University of Manitoba, hold the Financial Management Advisor (FMA) designation, and I am a Chartered Financial Analyst (CFA) professional.
Outside of work, I enjoy spending time outdoors with my wife and three young boys.
Investment Associate
I began my career in the financial services industry in 2022, joining Wellington-Altus as the Branch Administrator in Kelowna. Since then, I have completed my Canadian Securities Course (CSC) and work closely with advisors and associates to support operations and client service initiatives. I am known for my strong leadership, positive outlook, and dedicated work ethic—all of which contribute to ensuring client’s needs are thoroughly met.
In addition to my experience in wealth management, I hold a Bachelor of Arts in Environmental Studies from the University of Northern British Columbia (UNBC). Outside of my professional pursuits, I enjoy spending time with my family, reading a good book, and exploring the many outdoor activities the beautiful Okanagan has to offer.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
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’s objectives must drive any plan and loves helping clients find personalized solutions to their planning needs.
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’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
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.
CPA, CA, TEP, CFP®
Associate Vice-President, Advanced Wealth Planning Group
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.
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® designations, Michael excels at addressing various wealth planning needs.
Outside of work, Michael is also a facilitator for the CPA Canada “In-Depth Tax Program” and serves as the Member Services Officer for the Society of Trust and Estate Practitioners (STEP) Canada Okanagan Chapter.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance Inc.
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.
