We are passionate professionals, invested in your future.
CFP®, CIM, FCSI®
Senior Investment Advisor & Senior Portfolio Manager
In his early 20s, Simon discovered a lifelong passion for wealth management that has endured for more than 30 years. Throughout his career, Simon has leveraged his deep understanding of financial markets, tax systems, and the broader investment landscape to provide an elevated and personal service level to all clients.
His commitment to first-class service and decades of experience give Simon’s clients confidence that their wealth is secure and growing for their future. Simon holds Chartered Investment Manager and CERTIFIED FINANCIAL PLANNER® designations and is a Fellow of the Canadian Securities Institute, the highest honour in Canadian financial services. He is fluent in English and French.
Associate Investment Advisor
Sylwia is an Associate Investment Advisor and Administrative Assistant that has been working in the investment industry alongside Simon for over 20 years. A consummate professional who operates with precision, Sylwia is the group’s liaison between the firm, its advisors and clients. A mother of two, skier, and traveller, Sylwia is fluent in Polish and English.
Associate
Alex began his career in finance as a proprietary trader for a small hedge fund in Montreal, eventually moving to Toronto to work in private wealth as an associate for one of the largest advisory firms in Canada.
Over the years, he has developed a specialization in risk management and completed the Life Licence Qualification Program. His nearly decade-long insurance practice has now found him supporting advisors as an in-house insurance specialist through Wellington-Altus Insurance Inc. Through collaborating with Alex, Simon can focus more effectively on providing first-class service to everyone he works with.
Client Strategy & Content Lead
Sean is the team’s resident client experience and communications expert. He’s spent 12 years developing his skillset in client service roles, including in public relations and real estate. Sean excels at relationship management, with a proven track record of improving client experiences through effective processes and content that connects. As the Simon Harry Wealth Management Group grows, Sean ensures that the elevated service standard is continually enhanced.
F.PI., CIM®, CIWM
Senior Wealth Planner, Advanced Wealth Planning
Artur joined Wellington-Altus in August 2023 and is based in Montréal, QC. He is a Senior Wealth Planner with over 12 years of experience delivering holistic wealth guidance for affluent Canadians. Artur is dedicated to creating a roadmap for his clients to help them achieve their financial and life goals. He is passionate about helping his clients and their families pursue and accomplish what is important to them.
CFP®, TEP
Senior Wealth Planner, Advanced Wealth Planning
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.
