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.
Senior Wealth Advisor
Jeff has been an investment advisor in the financial industry since 1992 and prides himself on being able to offer full-service solutions to his clients. Jeff is a graduate of Western University in London and Wilfred Laurier University in Waterloo. He has earned designations as a Certified Investment Manager, Personal Financial Planner, and Insurance Advisor.
Jeff and his wife Barb have two incredible children. In his free time Jeff enjoys spending time at the cottage or on the ice playing hockey.
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
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.
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.
