CIM®, CFP®, CIMA®
Senior Wealth Advisor & Portfolio Manager
Michael Hendershot is a Senior Wealth Advisor & Portfolio Manager at Wellington-Altus. 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 (CFP®), 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 & Portfolio Manager
Nizar Esmail is a Senior Wealth Advisor, and Portfolio Manager at Wellington-Altus. Nizar knows the importance of working hard, building resources, and safeguarding what is already yours. He brings a unique perspective to managing clients’ wealth. In the end, the goal remains the same: to invest wisely and conserve capital in a tax-efficient manner. Nizar has worked as an Investment Advisor since 1982. Nizar was born in Uganda and his family later moved to Canada as refugees. Throughout his life, he has learned valuable life lessons such as the necessity to acquire a strong educational background and building a team of capable people around him. Throughout his lifetime he has attained multiple designations such as Master of Business Administration (MBA), Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®). He is truly committed to providing each of his clients with the highest standard of comprehensive wealth management service. Nizar is patiently waiting and hoping to be a granddad someday.
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. By spending time with her clients to get to know them well 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 spending time with her four grandchildren.
Investment Associate
Anick Robichaud-Bergin is an Investment Associate at Wellington-Altus. Anick provides the day to day assistance to the TPI Wealth Management Group. Anick has worked with 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.