{"id":145,"date":"2023-12-15T19:43:23","date_gmt":"2023-12-15T19:43:23","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth-new\/?page_id=145"},"modified":"2026-01-13T15:48:52","modified_gmt":"2026-01-13T15:48:52","slug":"meet-the-team","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/meet-the-team\/","title":{"rendered":"Meet the team"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"145\" class=\"elementor elementor-145\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4d0b629 e-flex e-con-boxed e-con e-parent\" data-id=\"4d0b629\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-d3f11cb e-con-full e-flex e-con e-child\" data-id=\"d3f11cb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8a124f3 elementor-widget elementor-widget-heading\" data-id=\"8a124f3\" 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<\/div>\n\t\t<div class=\"elementor-element elementor-element-32e04b5 e-con-full e-flex e-con e-child\" data-id=\"32e04b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dd7dcbf elementor-widget elementor-widget-text-editor\" data-id=\"dd7dcbf\" 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>Our team\u2019s 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.<\/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-3c32bfc e-flex e-con-boxed e-con e-parent\" data-id=\"3c32bfc\" 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-51e2ff9 e-con-full e-flex e-con e-child\" data-id=\"51e2ff9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e1aedf3 elementor-widget elementor-widget-image\" data-id=\"e1aedf3\" 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=\"642\" height=\"640\" src=\"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Jonathan-Sorenson\u200b.webp\" class=\"attachment-full size-full wp-image-458\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Jonathan-Sorenson\u200b.webp 642w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Jonathan-Sorenson\u200b-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Jonathan-Sorenson\u200b-150x150.webp 150w\" sizes=\"(max-width: 642px) 100vw, 642px\" \/>\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-84a1f3d e-con-full e-flex e-con e-child\" data-id=\"84a1f3d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ecdb22 elementor-widget elementor-widget-heading\" data-id=\"2ecdb22\" 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\">Jonathan Sorenson<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0568cbf elementor-widget elementor-widget-text-editor\" data-id=\"0568cbf\" 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>CFA, FMA<\/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-b8c17e9 elementor-widget elementor-widget-text-editor\" data-id=\"b8c17e9\" 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><span data-teams=\"true\">Senior Wealth Advisor<\/span><\/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-09d97ea elementor-widget elementor-widget-text-editor\" data-id=\"09d97ea\" 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>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\u2019 overall financial wellness. It is for these reasons that I joined Wellington-Altus.\u00a0<\/p><p>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.<\/p><p>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.<\/p><p>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.<\/p><p>Outside of work, I enjoy spending time outdoors with my wife and three young boys.<\/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-63b3c78 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"63b3c78\" 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:+1-250-521-7655\">\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<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-phone\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M493.4 24.6l-104-24c-11.3-2.6-22.9 3.3-27.5 13.9l-48 112c-4.2 9.8-1.4 21.3 6.9 28l60.6 49.6c-36 76.7-98.9 140.5-177.2 177.2l-49.6-60.6c-6.8-8.3-18.2-11.1-28-6.9l-112 48C3.9 366.5-2 378.1.6 389.4l24 104C27.1 504.2 36.7 512 48 512c256.1 0 464-207.5 464-464 0-11.2-7.7-20.9-18.6-23.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">250.521.7655<\/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:jonathan.sorenson@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<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>jonathan.sorenson@wellington-altus.ca<\/u><\/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-3589c9c e-flex e-con-boxed e-con e-parent\" data-id=\"3589c9c\" 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-55b4655 e-con-full e-flex e-con e-child\" data-id=\"55b4655\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0af19cd elementor-widget elementor-widget-image\" data-id=\"0af19cd\" 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\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Lindsey-Wells-copy.webp\" class=\"attachment-full size-full wp-image-404\" alt=\"Image of Lindsey Wells\" srcset=\"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Lindsey-Wells-copy.webp 800w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Lindsey-Wells-copy-300x300.webp 300w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Lindsey-Wells-copy-150x150.webp 150w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Lindsey-Wells-copy-768x768.webp 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-0285d8b e-con-full e-flex e-con e-child\" data-id=\"0285d8b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3ef461e elementor-widget elementor-widget-heading\" data-id=\"3ef461e\" 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\">Lindsey Ramsay<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e1ce5a8 elementor-widget elementor-widget-text-editor\" data-id=\"e1ce5a8\" 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-11a2d8d elementor-widget elementor-widget-text-editor\" data-id=\"11a2d8d\" 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>I began my career in the financial services industry in 2021, 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\u2014all of which contribute to ensuring client\u2019s needs are thoroughly met.<\/p><p>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.<\/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-826fece elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"826fece\" 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:+1-778-721-8142\">\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<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-phone\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M493.4 24.6l-104-24c-11.3-2.6-22.9 3.3-27.5 13.9l-48 112c-4.2 9.8-1.4 21.3 6.9 28l60.6 49.6c-36 76.7-98.9 140.5-177.2 177.2l-49.6-60.6c-6.8-8.3-18.2-11.1-28-6.9l-112 48C3.9 366.5-2 378.1.6 389.4l24 104C27.1 504.2 36.7 512 48 512c256.1 0 464-207.5 464-464 0-11.2-7.7-20.9-18.6-23.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">778.721.8142<\/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:lindseyk.ramsay@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<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-envelope\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M502.3 190.8c3.9-3.1 9.7-.2 9.7 4.7V400c0 26.5-21.5 48-48 48H48c-26.5 0-48-21.5-48-48V195.6c0-5 5.7-7.8 9.7-4.7 22.4 17.4 52.1 39.5 154.1 113.6 21.1 15.4 56.7 47.8 92.2 47.6 35.7.3 72-32.8 92.3-47.6 102-74.1 131.6-96.3 154-113.7zM256 320c23.2.4 56.6-29.2 73.4-41.4 132.7-96.3 142.8-104.7 173.4-128.7 5.8-4.5 9.2-11.5 9.2-18.9v-19c0-26.5-21.5-48-48-48H48C21.5 64 0 85.5 0 112v19c0 7.4 3.4 14.3 9.2 18.9 30.6 23.9 40.7 32.4 173.4 128.7 16.8 12.2 50.2 41.8 73.4 41.4z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"><u>lindseyk.ramsay@wellington-altus.ca<\/u><\/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-98d80e9 animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"98d80e9\" 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-ea0953a e-con-full e-flex e-con e-child\" data-id=\"ea0953a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e4e9bf2 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"e4e9bf2\" 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-fcde4b9 e-flex e-con-boxed e-con e-parent\" data-id=\"fcde4b9\" 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-d281b78 e-con-full e-flex e-con e-child\" data-id=\"d281b78\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a967bb0 elementor-widget elementor-widget-heading\" data-id=\"a967bb0\" 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-0659c02 animated-slow e-flex e-con-boxed elementor-invisible e-con e-parent\" data-id=\"0659c02\" 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-ca38413 animated-slow e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"ca38413\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-050b676 e-con-full e-flex e-con e-child\" data-id=\"050b676\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-72984f7 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"72984f7\" 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<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f02d4a7 e-flex e-con-boxed e-con e-parent\" data-id=\"f02d4a7\" 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-c659829 e-con-full e-flex e-con e-child\" data-id=\"c659829\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5076b2c elementor-widget elementor-widget-image\" data-id=\"5076b2c\" 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\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Judith-Charbonneau.jpg\" class=\"attachment-full size-full wp-image-411\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Judith-Charbonneau.jpg 800w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Judith-Charbonneau-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Judith-Charbonneau-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/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-d6a1a88 e-con-full e-flex e-con e-child\" data-id=\"d6a1a88\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-99dada3 elementor-widget elementor-widget-heading\" data-id=\"99dada3\" 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-99b9d7a elementor-widget elementor-widget-text-editor\" data-id=\"99b9d7a\" 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-e47a17c elementor-widget elementor-widget-text-editor\" data-id=\"e47a17c\" 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-97bb4bd elementor-widget elementor-widget-text-editor\" data-id=\"97bb4bd\" 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-03fb422 e-flex e-con-boxed e-con e-parent\" data-id=\"03fb422\" 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-de90beb e-con-full e-flex e-con e-child\" data-id=\"de90beb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8db03ea elementor-widget elementor-widget-image\" data-id=\"8db03ea\" 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\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Michael-Naito.jpg\" class=\"attachment-full size-full wp-image-412\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Michael-Naito.jpg 800w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Michael-Naito-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Michael-Naito-150x150.jpg 150w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/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-7a9b005 e-con-full e-flex e-con e-child\" data-id=\"7a9b005\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d07dfe4 elementor-widget elementor-widget-heading\" data-id=\"d07dfe4\" 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-d425d0f elementor-widget elementor-widget-text-editor\" data-id=\"d425d0f\" 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-5031bca elementor-widget elementor-widget-text-editor\" data-id=\"5031bca\" 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-d01520a elementor-widget elementor-widget-text-editor\" data-id=\"d01520a\" 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-882128c e-flex e-con-boxed e-con e-parent\" data-id=\"882128c\" 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-80b8b66 e-con-full e-flex e-con e-child\" data-id=\"80b8b66\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c6a4059 elementor-widget elementor-widget-image\" data-id=\"c6a4059\" 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\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Connie-Gale.jpg\" class=\"attachment-full size-full wp-image-413\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Connie-Gale.jpg 375w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/Connie-Gale-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-content\/uploads\/sites\/253\/2025\/10\/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-7285966 e-con-full e-flex e-con e-child\" data-id=\"7285966\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f4ed1c8 elementor-widget elementor-widget-heading\" data-id=\"f4ed1c8\" 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-6fee81d elementor-widget elementor-widget-text-editor\" data-id=\"6fee81d\" 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-57996f9 elementor-widget elementor-widget-text-editor\" data-id=\"57996f9\" 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-c682b1f elementor-widget elementor-widget-text-editor\" data-id=\"c682b1f\" 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 Our team\u2019s 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. Jonathan Sorenson CFA, FMA Senior Wealth Advisor I understand the value of advice [&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-145","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/pages\/145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/comments?post=145"}],"version-history":[{"count":48,"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/pages\/145\/revisions"}],"predecessor-version":[{"id":599,"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/pages\/145\/revisions\/599"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/physiciansindependentwealth\/wp-json\/wp\/v2\/media?parent=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}