CIM®, CFP®, CIMA®
Senior Wealth Advisor, Senior Portfolio Manager
Michael Hendershot is a Senior Wealth Advisor & Portfolio Manager at Wellington-Altus Private Wealth. Michael began working in the investment industry with a strong desire to help clients achieve their life goals, and today his focus remains the same. To him, there is nothing more important than helping people. He has been providing wealth management advice since 2000. Throughout his career, he has attained multiple designations such as Chartered Investment Manager (CIM®), CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst (CIMA® ). Michael enjoys providing excellent service and building solid relationships with his clients. Coming from a large blended family he understands the importance of family time and finds time to have large family gatherings every Sunday with his wife and two boys at his side. When he is not in the office, in a meeting, or attending a large family gathering, you can catch Michael playing pickup basketball a few nights a week, loving the camaraderie and team-building opportunities it provides. In his downtime, Michael enjoys traveling and seeing the world with his family by his side.
MBA, CFP®, CIM®
Senior Wealth Advisor, Senior Portfolio Manager
Nizar Esmail stands as a seasoned Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth. With an unwavering dedication to the principals of hard work, Nizar offers a distinctive perspective in the realm of wealth management. His overarching objective remains consistent: to guide clients in making astute investments and preserving capital with a keen focus on tax efficiency.
With a career spanning back to 1982, as an Investment Advisor, Nizar has leveraged his wealth of experience to guide clients towards financial prosperity. Born in Uganda, his family’s journey as refugees eventually led them to Canada, shaping Nizar’s resilience and determination. Through life’s myriad challenges, Nizar has gleaned invaluable lessons, emphasizing the importance of a robust educational foundation and the assembly of a competent team to assist clients achieve their goals.
Boasting multiple designations, including Master of Business Administration (MBA), CERTIFIED FINANCIAL PLANNER®, and Chartered Investment Manager (CIM®), Nizar is dedicated to upholding the highest standards in delivering comprehensive wealth management services to each of his clients. Beyond his professional achievements, Nizar is overjoyed to share the exciting news of becoming a grandfather.
Investment Advisor, Associate Portfolio Manager
Tyler Michalowski is an Investment Advisor, Associate Portfolio Manager specializing in managing, growing, and safeguarding the wealth of affluent retirees, professionals, and high-net-worth clientele. The clients he serves benefit from his premier investment management, dedicated client service, and comprehensive financial advice tailored to their needs. This includes strategies for generating investment income, minimizing taxes, avoiding risk, and achieving specific financial lifestyle and legacy goals. Most importantly, Tyler provides clients with peace of mind, ensuring both they and their loved ones can rest easy, and be confident in the security of their financial future.
Professionally, Tyler has been in the financial services industry since 2008 and holds the Chartered Investment Manager (CIM®) designation together with his degree in Economics and several industry certifications in areas such as financial planning, insurance, and options and derivatives. What sets him apart as an advisor is the thoughtful care he extends to each client and his enjoyment of being an integral part of their lifelong financial achievements.
When he is not at the office, Tyler enjoys spending time with his wonderful wife and two daughters. Together they enjoy staying active whether it’s swimming, cycling, skiing, playing golf and tennis, or perfecting the girls’ latest dance routines.
BA, CPA, CGA, RRC, CEA
Sr. Investment Advisor
Michael Finkbeiner has been an investment advisor since 1996 after also owning his own accounting firm. Michael has a strong relationship with his clients as he believes in financial literacy, loves to work with numbers and believes in the importance of family.
Michael’s wealth management designations include: Certified General Accountant (CGA), Certified Public Accountant (CPA), and Registered Retirement Consultant (RRC). A published author, his book Life, by the Pie, aims to educate Canadians on how to use money to craft a life suited to their taste with a fresh view on financial planning.
When he is not at the office, Michael enjoys spending time with his wonderful wife and is a proud “baba” to his grandson. He is also a sports fanatic; you can find him attending Toronto Maple Leafs’ games and track and field events around the globe. He holds several masters javelin records in different age categories and competes to this day!
Associate Investment Advisor
Rhonda Cohen-Gagnon is an Associate Investment Advisor at Wellington-Altus Private Wealth. Rhonda has been in the financial services industry since 1987. With more than 35 years of wealth management experience, Rhonda has guided her clients through the ups and downs of various market cycles. In spending time with her clients to get to know them well, it allows Rhonda to build customized portfolios so clients can achieve their investment/retirement objectives.
Her keen interest is keeping fit at the gym. She loves to run as it helps her find solitude with her own thoughts. Rhonda is an avid golfer. In her spare time, she enjoys spoiling her four grandchildren.
Investment Associate
Anick Robichaud-Bergin is an Investment Associate at Wellington-Altus. Anick provides the day-to-day assistance to TPI Wealth Management Group. Anick has worked in the financial services industry since 1987. She is born to French Canadian parents and has successfully passed down her bilingual skills to her three boys.