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201 Portage Avenue 25Th Floor, Winnipeg, Manitoba R3B 3K6 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
Branch Locations
10 Alcorn Avenue Suite 300, Toronto M4V 3A9 • Canada
201 Portage Avenue 25Th Floor, Winnipeg, Manitoba R3B 3K6 • Canada
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellington-Altus Usa Inc. | Winnipeg | 03/2020 | Present | |
| Wellington-Altus Private Wealth Inc. | Toronto | 05/2019 | Present | |
| Scotia Capital Inc. / Scotia Capitaux Inc. | Toronto | 07/2006 | 05/2019 |
1) Wellington-Altus Private Wealth Inc.; investment-related; 3400-421 7 Ave SW, Calgary, Alberta T2P 4K9, Canada; Broker-dealer; Senior Portfolio Manager; Started 05/2019; approximately 160 hours per month, all during securities trading hours; management of client investment portfolios. 2) Rosedale Family Insurance Office; not investment-related; 10 Alcorn Ave, Suite 300, Toronto, ON M4V 3A9; Owner/Partner; Insurance; started 12/2020; approximately 1 hour per month, all during securities trading hours; provide insurance services. 3) Wellington-Altus Insurance Inc.; not investment-related; 201 Portage Ave, Winnipeg, MB R3C 0B9; Insurance Representative; started 10/2018; approximately 1 hour per month, zero hours during securities trading hours; provide insurance services.
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