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Investment Advisor
For over 25 years Lance has been providing wealth management advice to individuals and families across Canada. To Lance, there is nothing more important than helping people figure out what it is they want out of life, and he’s committed to delivering guidance that can support those goals.
Throughout his career, he has been frequently interviewed on television, has written for numerous publications and was a coach for the Dale Carnegie Business Program.
Personally, Lance, his wife Jody and their three children have a passion for supporting the local community and select charities. They love spending time outdoors together and enjoy the company of their two dogs. In Lance’s spare time, he runs an internationally recognized social media blog, and is a die-hard Toronto sports fan.
Investment Associate
Jessica brings with her more than 10 years of financial and administrative investment experience with a wide range of knowledge. Jessica takes pride in building, servicing and managing family relationships. She provides clarity to any situation that comes her way with professionalism and poise. In her day-to-day administrative support, Jessica ensures seamless and efficient processing for all clients. Her extraordinary client service cannot go unnoticed making Jessica exceptional to work with.
Outside of the office Jessica loves daily walks, dinner with family and friends, and enjoying life’s little things.
Vice-President, Advanced Wealth Planning Strategy & Services
Judith joined Wellington-Altus in May 2022 and is based in Kelowna, BC. She works with advisory teams and clients across Canada to bring innovative tax strategies to their wealth plans. Judith believes a client’s objectives must drive any tax 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.
CFP®, TEP
Senior Wealth Planner, Wellington-Altus Financial
Jennifer joined Wellington-Altus in November 2022 and is based in Toronto, ON. She is a Senior Wealth Planner with over 20 years of experience delivering holistic wealth guidance for affluent Canadians. Jennifer has a passion for educating clients so that they are empowered to make good financial decisions, and she has a particular affinity for estate planning.
Most recently, Jennifer was a Wealth Strategist for several years at one of Canada’s big banks, providing financial planning advice for clients of the brokerage, private investment counsel, private banking, and corporate/commercial divisions. In prior roles she has been a private banker and financial consultant working primarily with medical doctors and their families.
Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFP® and TEP designations.
In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto’s waterfront and ravines.
