WELLINGTON-ALTUS - Key Persons


Andrew Braithwaite

Job Titles:
  • Independent Director, Wellington - Altus Financial Inc

Ben W. Kizemchuk

Job Titles:
  • Investment Advisor
  • Portfolio Manager

Brendan Willis

Job Titles:
  • Founder of the Gold Seal Financial Group
Brendan Willis is a founder of the Gold Seal Financial Group. From an early age, he was drawn to business. Not surprisingly, he eventually enrolled in Business Administration specializing in Financial Services. Starting at a major bank-owned securities firm in August 2000 as an associate to an established advisor, Brendan soon moved to another major bank-owned brokerage to take their advisor training program. This 18-month program sent him to Toronto to learn the craft from some legends in the business. Valuing the ability to prioritize client needs over sales quotas, Brendan partnered with Gerry Austgarden and they decided move to an independent brokerage in 2006. In 2012, seen as a natural leader, Brendan was approached nationally to take on the Branch Manager position for that firm's corporate office in Kelowna. To uphold their client-first commitment, the Gold Seal Financial Group made the decision to join Wellington-Altus Private Wealth. Outside of work, Brendan is passionate about curling, cycling, raising money for charities and of course, his family. After five years as President of the Kelowna Curling Club, he joined Curl B.C. as a Director at large. He is dedicated to giving back to a sport that he's loved since his youth. Brendan is a devoted family man, but when he can get away, he enjoys the challenge and reward of road cycling. Conquering B.C. and Alberta, Brendan has his eyes set on cycling across our beautiful country a province at a time; he plans to cycle across Saskatchewan and Manitoba next. Brendan has helped raise hundreds of thousands of dollars for the B.C. Cancer Foundation, the Foundry, Salvation Army, Central Okanagan Food Bank, Prostate Cancer Foundation, and countless others. He is passionate about philanthropy and supporting the community.

Brent Hamilton

Job Titles:
  • CIM

Brian Hayward

Job Titles:
  • Independent Director, Wellington - Altus Financial Inc

Brian M. Scanlan

Job Titles:
  • CIM

Carter Bancks

Job Titles:
  • Investment Advisor

Charlie Leblanc

Job Titles:
  • Investment Advisor at Wellington
Charlie Leblanc is an Investment Advisor at Wellington-Altus Private Wealth. He is responsible for meeting with clients, investment strategies, portfolio reviews and problem solving. Charlie has helped many clients understand their investment portfolios and aided them in achieving their financial goals. He also has some insurance background when it came to evaluating the risk of businesses for Group Benefit Plans as an Underwriter. Charlie graduated in 2011 from the University of Regina with a Bachelor of Business Administration, majoring in Finance. He also obtained a certificate in Economics. In the pursuit of ongoing education, Charlie is currently working towards obtaining his Chartered Investment Manager (CIM) designation.

Charlie Spiring

Job Titles:
  • Founder & Chair / Wellington - Altus Financial Inc. Senior Wealth Advisor

Chris Fryett-Miller

Job Titles:
  • Investment Advisor

Christian Perreault

Job Titles:
  • Senior Vice - President & Regional Manager, Quebec

Cole Kachur

Job Titles:
  • Senior Investment Advisor, Portfolio Manager

Colin Ryan

Job Titles:
  • Vice - Chair / Wellington - Altus Financial Inc. Senior Portfolio Manager & Senior Wealth Advisor / Wellington - Altus Private Wealth Inc.

Curtis Cousins

Job Titles:
  • CIM

Dan Stimson

Job Titles:
  • CIM

Dan Wynnyk

Job Titles:
  • Senior Investment Advisor

Daniel Bucci

Job Titles:
  • Investment Advisor

Daniel Stoller

Job Titles:
  • President, Wellington - Altus Private Counsel Inc

Danielle Nichol - CMO

Job Titles:
  • Chief Marketing Officer

Darren Pastro

Job Titles:
  • CIM

Dave Yanick

Job Titles:
  • CIM

David Feather

Job Titles:
  • Independent Director, Wellington - Altus Financial Inc

David Wilson

Job Titles:
  • Senior Vice - President, Operations

Dennis Stewner

Job Titles:
  • Executive Vice - President, Chief Operating Officer, and Chief Financial Officer, Wellington - Altus Financial Inc.

Elina Surkov

Job Titles:
  • CIM
Elina leads research and analysis for the Van Der Hout Associates Wealth Management team. On the business development front, Elina focuses on relationship building and ensuring new clients experience the same level of service as the practice's larger accounts and family offices receive. Elina completed her education in France, obtaining her Bachelor of Finance and MBA from the prestigious ESLSCA in Paris. Subsequently, Elina was invited to attend the EDHEC Business School, one of the top schools in Europe, for a master's degree in Financial Markets, specializing in Asset Management. She went on to work for Société Générale Private Banking in Monaco, both in investments and in a client-facing role working with high-net-worth individuals before transitioning to managing a family office. After moving from France to Canada, Elina joined the Van Der Hout Associates Wealth Management team and completed her Chartered Investment Manager (CIM®) designation. Elina stays active outside the office, skiing, snowboarding, playing squash in the winter and spending her summers sailing and golfing. She's a member of the Royal Canadian Yacht Club. Elina is trilingual, speaking Russian, French, and English.

Frank Laferriere

Job Titles:
  • Executive Vice - President, Digital Strategy and Compliance, Wellington - Altus Financial Inc

Gerald Austgarden

Job Titles:
  • Senior Investment Advisor

Gold Seal

Job Titles:
  • Financial

Graham Bell

Job Titles:
  • Investment Advisor

Gregg Blaha

Job Titles:
  • Senior Portfolio Manager, Senior Investment Advisor

Gregory Sternig

Job Titles:
  • Senior Investment Advisor

Hons. B. Comm

Job Titles:
  • Senior Investment Advisor

J.P. Lavoie

Job Titles:
  • Senior Vice - President & Head of Corporate Development

Jon Kilfoyle

Job Titles:
  • Executive Vice - President, Platforms & Products, Wellington - Altus Financial Inc. President, Wellington - Altus Private Counsel

Justin Gifford

Job Titles:
  • Investment Advisor

Kent Fearns

Job Titles:
  • Investment Advisor

Kevin Arran

Job Titles:
  • Senior Investment Advisor

Kim Shilton

Job Titles:
  • CIM / Senior Vice - President, Compliance

Lance McDonald

Job Titles:
  • Investment Advisor

Marcus Basara

Job Titles:
  • Investment Advisor

Mark Mariotto

Job Titles:
  • CIM

Mark Purcell

Job Titles:
  • Senior Investment Advisor, Portfolio Manager

Michael Hale

Job Titles:
  • CIM

Michael Savoie

Job Titles:
  • Investment Advisor

Michelle Connolly

Job Titles:
  • CA, TEP, FEA, CFP

Mike Armstrong

Job Titles:
  • CA, CFP

Omar Duric

Job Titles:
  • CIM

Patricia Clark

Job Titles:
  • Senior Vice - President, Human Resources

Paul Beauregard

Job Titles:
  • Executive Vice - President, Corporate Services

Raymond W. Sawicki

Job Titles:
  • Senior Vice - President, Advisor & Managed Platforms and Lead Portfolio Manager

Robert Gravina

Job Titles:
  • Investment Advisor

Ryan Archambault

Job Titles:
  • CIM

Shaun Hauser

Job Titles:
  • Founder & CEO, Wellington - Altus Financial Inc

Shawn Cohn

Job Titles:
  • CIM

Susan Deleau

Job Titles:
  • Independent Director, Wellington - Altus Financial Inc

Todd Degelman

Job Titles:
  • Senior Wealth Advisor, Wellington - Altus Private Wealth Inc

Todd Ferguson

Job Titles:
  • Senior Vice - President & Regional Manager, Central & Eastern Canada