Wellington-Altus Information
Contact top employees from
Wellington-Altus
Summary
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. With more than $35 billion in assets ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
500-1000 employees
Specialties
Holistic Wealth Advice, Private Investment Advice, Private Financial Planning
Founded
2017
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Wellington-Altus shows a diverse range of experience levels:
12% have been with the company for less than 1 year32% for 1–2 years34% for 3–4 years15% for 5–7 years5% for 8–10 years3% have over 11 years of service at Wellington-AltusEx-employees positions
In Company
In New Company
Contact top employees from
Wellington-Altus
Adrian Stanca BComm
Associate Wealth Advisor
Sanjay Ramachandran
Associate Vice-President, Transformation Office
Frank Mauro
Senior Investment Advisor
Michael Mauro
Associate Investment Advisor
Inthirai Subramaniam
Senior Manager Advisor Experience
Katerina Seremetidou
Manager - Advisor Experience
Marcus Basara
Investment Advisor
Jennifer Beatty
Associate Investment Advisor
Francesco Prete
Associate Investment Advisor
Daniel Stoller
Strategic Advisor
Larissa Lawrence
AVP, Digital Strategy & Innovation
Dan Dervaitis
Senior Vice President, Wealth Strategy and Advisor Enablement
Kervin Ryan Pedraza
System Administrator Manager
Jane Brayford
Investment Associate, Financial Planner
Matthew MacDonald
VP, Business Transformation
Kevin Komlenovich
Partner Support Specialist
Lisa Bauer
Vice-President, Partner Support | Operations
Christine Shauntz
Senior Investment Associate
Kendall Kovitch
Senior Investment Advisor
Ryan Arran
Senior Associate Investment Advisor
Paula Kaner
Executive Vice-President & Chief Risk Officer
Blaine Coates
Founder & Executive Vice-President, Chief Financial Officer
Martin Rochon
Associate Vice-President, Digital & Data Delivery
Conrad Kluge CFA
Senior Wealth Advisor & Senior Portfolio Manager
Artur Llubani
Senior Wealth Planner, Advanced Wealth Planning
Graham Robson
Executive Vice-President, Chief Compliance Officer and General Counsel
Joel Durand
Associate Wealth Advisor
Kent Fearns
Investment Advisor
Jennifer Juuti
Associate Portfolio Manager
