WELLINGTON-ALTUS - Key Persons
Job Titles:
- Independent Director, Wellington - Altus Financial Inc
Job Titles:
- Independent Director, Wellington - Altus Financial Inc
Job Titles:
- Investment Advisor
- Portfolio Manager
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.
Job Titles:
- Independent Director, Wellington - Altus Financial Inc
Job Titles:
- Member of the Board of Directors
- Founder & Chair / Wellington - Altus Financial Inc. Senior Wealth Advisor
Job Titles:
- Senior Investment Advisor, Portfolio Manager
Job Titles:
- Vice - Chair / Wellington - Altus Financial Inc. Senior Portfolio Manager & Senior Wealth Advisor / Wellington - Altus Private Wealth Inc.
Job Titles:
- Senior Investment Advisor
Job Titles:
- Chief Marketing Officer
- Senior Vice - President
Job Titles:
- Independent Director, Wellington - Altus Financial Inc
Job Titles:
- Senior Vice - President, Advisor Efficiency
Job Titles:
- Executive Vice - President, Chief Operating Officer, and Chief Financial Officer, Wellington - Altus Financial Inc.
Job Titles:
- Senior Vice - President & Regional Manager, Alberta
Job Titles:
- Senior Investment Advisor
Job Titles:
- Senior Portfolio Manager, Senior Investment Advisor
Job Titles:
- Senior Investment Advisor
Job Titles:
- Senior Investment Advisor
Job Titles:
- Senior Vice - President & Head of Corporate Development
Job Titles:
- Senior Vice - President & Lead Portfolio Manager
Job Titles:
- Senior Vice - President and Regional Manager, British Columbia
Job Titles:
- Executive Vice - President, Products & Platforms, Wellington - Altus Financial Inc. President, Wellington - Altus Private Counsel Inc
Job Titles:
- Senior Vice - President, Operations
Job Titles:
- Senior Investment Advisor
Job Titles:
- CIM / Senior Vice - President, Compliance & Chief Compliance Officer
Job Titles:
- Senior Investment Advisor, Portfolio Manager
Job Titles:
- Senior Vice - President, Human Resources
Job Titles:
- Executive Vice - President, Corporate Services / Wellington - Altus Financial Inc.
Job Titles:
- Senior Vice - President and Regional Manager, Central Canada
Job Titles:
- Founder & CEO, Wellington - Altus Financial Inc
Job Titles:
- Independent Director, Wellington - Altus Financial Inc
Job Titles:
- Senior Wealth Advisor, Wellington - Altus Private Wealth Inc
Job Titles:
- Senior Vice - President & Regional Manager, Ontario & Eastern Canada