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CFA, CIM®
Senior Wealth Advisor & Senior Portfolio Manager
Mathieu’s love for investments was triggered at a young age by an uncle who encouraged him to understand the financial markets. As a result, he has been investing in the markets and continuous learning for many years. Mathieu has completed the Chartered Financial Analyst (CFA) designation. He has also completed the CIM® designation, along with several other programs including the Options Licensing course, Derivative Fundamentals course, Life License Qualification Program and Conducts and Practices Handbook course.
Through his experience as an advisor, he has also spent considerable time educating himself, and his clients, on risks beyond the portfolio. He believes these represent the true crux of wealth management and deserve considerable time and attention.
Team members often describe Mathieu as analytical, a loyal team player, a leader, and someone who cares deeply about his clients. In his free time, Mathieu is a competitive water skier and enjoys spending time in the outdoors with his wife and daughter.
Senior Associate
Alishia’s serendipitous entry into the financial industry began when she was hired by a patient who was an Investment Advisor at the dental clinic she was employed at. It fit perfectly – between Alishia’s instincts for relationship management, passion for humanitarianism, and generationally-instilled business acumen – she quickly recognized this is where she belonged.
Over the past decade, Alishia has grown within the industry into her current role as a Senior Associate, moved from Vancouver to Calgary, and joined Wellington-Altus Private Wealth in 2021.
The primary focus of her role at Tipping Point Wealth Management is to deliver high-quality service to clients, offering support and using her background to curate a holistic client experience aimed at the realization of clients’ financial goals.
Outside of work, Alishia enjoys spending time with friends and family, staying active, and working on various creative artistic projects.
Kaylee joined the Tipping Point Wealth Management team as an Administrative Associate, assisting with day-to-day operations.
For the last 10 years she has been in supportive roles across a variety of industries. In relation to one of these roles she developed an interest in finance and completed her Canadian Investment Funds Course (IFIC). Inspired to learn more and strive for continuing education in the field of finance and investment she is currently enrolled in the Canadian Securities Course.
Her background in administration and communications is an integral part of a client-service focused team. Kaylee is keen to make an impact by striving to deliver an outstanding client experience in each of her client interactions. Her warm demeanor and enthusiasm for the private wealth industry make her an ideal fit with the Tipping Point Wealth Management team.
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.
