PFP®, CIM®
Senior Wealth Advisor, Portfolio Manager
Jeff Sproul is a Senior Wealth Advisor and Portfolio Manager who helps successful business owners, executives, and affluent families make informed decisions about preserving, growing, and transferring wealth.
With more than 30 years of experience in wealth management and financial planning, Jeff specializes in helping clients navigate significant financial transitions, including retirement, the sale of a business, succession planning, and multi-generational wealth transfer. His clients often seek guidance when preparing for liquidity events, transitioning from active business ownership, or creating a lasting legacy for future generations.
Jeff is particularly known for his work in two areas:
Multi-Generational Wealth Planning
Jeff works with affluent families to develop long-term strategies designed to preserve family wealth across generations. His approach integrates discretionary investment management, tax planning, estate planning, family governance, philanthropy, and wealth transfer strategies to help families sustain financial success and prepare future generations for stewardship responsibilities.
Retirement and Exit Planning for Business Owners and Executives
Jeff helps business owners and senior executives prepare for retirement and major liquidity events, including the sale or succession of privately held businesses. Through comprehensive planning, he assists clients in transforming business wealth into a sustainable retirement income strategy while addressing tax efficiency, estate planning, risk management, and legacy objectives.
As a Portfolio Manager, Jeff provides discretionary investment management and coordinates with clients’ accountants, lawyers, and other professional advisors to ensure all aspects of their financial affairs work together within a cohesive wealth management strategy.
Jeff earned his Honours Bachelor of Business Administration (Hon. BBA) from the Goodman School of Business and began his career with a major Canadian financial institution, where he spent much of his 18-year tenure serving high-net-worth clients within the Private Client Group. In 2010, he joined the boutique multi-family office environment and further enhanced his expertise by earning both the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations.
Throughout his career, Jeff has contributed to wealth management publications, participated in professional conference panels, and provided education on investment management, retirement planning, business succession, estate planning, and family wealth stewardship.
Based in Aurora, Ontario, Jeff works with individuals, families, business owners, and executives across Canada who are seeking strategic, long-term financial planning and investment management solutions.
Managing Director
Mr. Mascard has had an extensive career of over 30 years in the Financial Services industry. Joining the Investment Counsel division of a Canadian chartered bank in 1991, he went on to become one of their top business development professionals in the country, and was subsequently promoted to Regional Manager, Eastern Canada; a role that entailed not only developing new business but also managing 20 of his peers.
In 2001, Mr. Mascard joined one of Canada’s oldest independent investment counseling firms in the role of Business Development, Marketing and Client Service. As a result of his efforts, the firm experienced increased growth of 50%. In 2009, Mr. Mascard took on the role of Senior Vice-President at a Toronto based investment firm, where he was successful in transitioning the firm’s Sales and Marketing solution and contributed to the growth of the firm’s assets under management.
Prior to joining Wellington-Altus, Paul founded a Markham-based Investment Counsel firm in 2010, where he was responsible for operations, sales, and service. As a result of his strong client relationships, Mr. Mascard managed to grow the firm to become a leader in the industry. He also specialized in advisory services, such as will and estate planning, family governance, philanthropy, and fine art wealth management.
After attending the University of Toronto, he completed the Canadian Securities Course. Over the course of his career, Mr. Mascard has also had extensive dealings with legal counsel around the effective drafting and execution of Will and Estate planning documents for his clients. He also received his F.E.A designation with the Family Enterprise Exchange.
Mr. Mascard is an avid collector of Canadian art. He has also developed a strong presence in his local community, having volunteered at the executive and coaching levels with local sports organizations. He is on the Board of Directors at the Briars Golf Club and heads up their Finance Committee. Paul just celebrated his 30th wedding anniversary with his wife Suzanne and has two adult children.
CFA, CAIA
Portfolio Manager
Victor specializes in external manager research, directing the investment process from discovery to divestiture. His responsibilities range from setting strategic asset allocation and asset selection to conducting due diligence, benchmarking, and monitoring. His thorough involvement in every phase of the investment cycle makes him an integral member of the team.
Before joining Wellington-Altus, Victor dedicated the first nine years of his career at a Markham-based Multi-Family Office. There, he contributed to the creation, supervision, and maintenance of bespoke portfolios, working with a wide array of public and private investment strategies.
Victor is a proud graduate of McMaster University, holding an Honours Bachelor of Commerce degree. He is a CFA charterholder and has earned the Chartered Alternative Investment Analyst (CAIA) designation. With a commitment to continuous learning, Victor’s intellectual curiosity spans multiple disciplines.
Deeply dedicated to philanthropy, Victor serves on the board of ‘Second Kicks’, a charity that in 2022 distributed nearly 10,000 pieces of gently used soccer equipment to communities across Canada and around the globe. He also co-founded ‘Get Swabbed’, an initiative now present in universities nationwide with a mission to recruit donors for Canadian Blood Services’ bone marrow registry.
In his leisure time, Victor enjoys reading, captivating travel shows, and the art of cooking (and eating). He cherishes time spent with his wife and two young children.
CIM®, CFP®, TEP
Portfolio Manager
Grant Dawes is a Portfolio Manager at Wellington-Altus Private Counsel, where he delivers a planning-led, goals-based approach to wealth management designed to help clients gain clarity and confidence in their long-term financial future.
Grant specializes in working with next-generation wealth clients, business owners, and senior executives, helping them navigate complex financial decisions such as retirement planning, business succession or sale, and intergenerational wealth transfer. His work focuses on building integrated financial and investment strategies that align with long-term objectives while carefully managing risk.
His approach reflects the principles of a family office model—coordinating portfolio construction, tax efficiency, estate planning, and liquidity planning into a cohesive strategy tailored to each client’s unique goals.
Prior to joining Wellington-Altus Private Counsel, Grant spent six years as Vice President, Wealth Management at an investment counsel firm, where he was responsible for portfolio management, financial planning, and investment research. Earlier in his career, he advised clients at a major North American financial institution and gained firsthand insight into ultra-high-net-worth family dynamics while working with a multi-billion-dollar global family enterprise.
Grant holds the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Trust and Estate Practitioner (TEP) designations, and earned his Bachelor of Commerce from the University of Guelph.
Outside of his professional life, Grant is a husband and proud father to a young daughter, and values the importance of long-term planning not just for his clients, but for his own family as well.
NEBSS
Senior Portfolio Manager
Ian Kerr, Portfolio Manager, brings with him over 35 years of experience in the investment industry. His responsibilities include financial consultation in institutional sales and portfolio management.
Ian spent 12 years with a major Canadian Bank as Administration Manager, Commercial Account Manager, Branch Manager, and the first Senior Account Manager in Private Banking. In 1983 he entered the Investment industry as an Investment Consultant with Merrill Lynch. Subsequently Mr. Kerr began his role as a Portfolio Manager with the Investment Counselling division of the Bank of Montreal and from there he served as the fixed income specialist at Ontario’s oldest Investment Counsel firm and 10 years at a Markham-based Investment Counsel firm prior to moving to Wellington-Altus.
A graduate of Paisley College of Science and Technology, which is now The University of Western Scotland, Mr. Kerr completed the National Examination Board in Supervisory Studies (NEBSS) in 1970. He has also completed studies at the University of Toronto, for the Institute of Canadian Bankers, and obtained the Canadian Securities Course and Conduct & Practices Handbook Exam designations with the Canadian Securities Institute.
Mr. Kerr has a long history of volunteering within his community with various organizations.
Manager, Client Services
As Manager of Client Services, Janet is responsible for day-to-day client service administration and support. Her responsibilities included opening client accounts, arranging transfers, handling client requests and inquiries, coordinating quarter-end reporting, management fee billings, and year-end tax reporting. She also acts as the liaison with the firm’s custodians.
Mrs. Kotyk has over 30 years of experience in the finance industry and has held positions at financial planning, brokerage and investment counseling firms in Canada. Her attention to detail resulted from extensive training abroad including several years working in an elite administrative group of a large international corporation. Janet brings excellent interpersonal skills and a wealth of experience in the area of Client Services, Operations, Administration and Client Relations.
Mrs. Kotyk is an active volunteer in the community with special emphasis on children’s programs and is currently involved in several projects both in Canada and overseas.
Janet is also the proud mother of an adult son and daughter.
Manager, Trading and Portfolio Administration
Danny is responsible for overseeing all aspects in the accurate reporting of client information and trade execution. Mr. Wong provides over 30 years of administrative experience and customer service in the Financial Services industry. His previous banking, trust, family office and investment counsel experience, together with his knowledge of custodians, brokers and back-office processes are invaluable assets when ensuring information is communicated accurately and in a timely manner.
Mr. Wong is a graduate of Ryerson University with a diploma in Business Administration. He has also completed the Canadian Securities Course and Canadian Operations Course.
Danny is also an avid comic book collector. He enjoys working and attending comic book shows and is always looking for that hidden gem.
