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CIM®, B.A.(Hons)
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.
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 Tyler Michalowski. 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.
Associate Vice-President, Wellington-Altus Insurance
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.
CFP®, TEP
Senior Wealth Planner, Advanced Wealth Planning, Wellington-Altus Financial
Jennifer joined Wellington-Altus in November 2022 and is based in Toronto, ON. She is a Senior Wealth Planner with over 20 years of experience delivering holistic wealth guidance for affluent Canadians. Jennifer has a passion for educating clients so that they are empowered to make good financial decisions, and she has a particular affinity for estate planning.
Most recently, Jennifer was a Wealth Strategist for several years at one of Canada’s big banks, providing financial planning advice for clients of the brokerage, private investment counsel, private banking, and corporate/commercial divisions. In prior roles she has been a private banker and financial consultant working primarily with medical doctors and their families.
Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFP® and TEP designations.
In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto’s waterfront and ravines.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith joined Wellington-Altus in May 2022 and is based in Kelowna, BC. She works with advisory teams and clients across Canada to bring innovative tax strategies to their wealth plans. Judith believes a client’s objectives must drive any tax plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
