Simon and his team have a mission to put ‘service first’ with an attention to detail that makes the people they work with not just clients but advocates.
Senior Investment Advisor, Portfolio Manager & Senior Financial Planner
At age 23 Simon made his first investments and discovered a life long passion for money management that has lasted over 25 years. Over that time he has been dedicated to improving the lives of those around him with his deep understanding of financial markets, taxation and the power of long term investing. Simon feels that saving and investment gives a confidence for tomorrow that improves lives today. Simon is fluent in French and English.
Associate Investment Advisor
Sylwia is an Associate Investment Advisor and Administrative Assistant that has been working in the Investment Industry for the past 16 years. A consummate professional Sylwia is the groups liaison between the firm, it’s advisors and clients. A mother of three, a skier, a traveler, Sylwia is fluent in Polish and English.
CFP®, PFP, CLU, CHS®, CEA
Senior Wealth Planner
Jolene has been with Wellington-Altus since its inception in April 2017. Based in Winnipeg, she is a Senior Wealth Planner working with advisory teams and their clients across Canada. Jolene has a passion for wealth planning and is dedicated to finding the best financial, insurance, retirement and estate planning solutions for families, business owners and high-net-worth individuals.
Jolene has been in the investment industry for over 25 years and is known for providing appropriate guidance and exceptional client service. She has completed the Canadian Securities Course, The Conduct and Practices Handbook Course, and has earned her Certified Financial Planner, Personal Financial Planning, Chartered Life Underwriter, Certified Health Specialist and Certified Executor Advisor designations. Jolene is also licensed to provide life, accidental and critical illness insurance solutions. She considers herself a life-long learner and is always looking for the next course to enroll in to further her education.
Jolene’s teenage son keeps her busy with his activities when she is not working. During the winter she enjoys watching him play hockey, and spending time with him at the lake in the summer.
B.Ed, CFP®, CHS®
Associate Vice-President, Wellington-Altus Insurance Inc.
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.