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201 Portage Avenue 25Th Floor, Winnipeg, Manitoba R3B 3K6 • Canada
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-20 |
Branch Locations
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 | 05/2023 | Present | |
| Wellington-Altus Private Wealth Inc. | Toronto | 05/2021 | Present | |
| Bmo Nesbitt Burns Inc. | Calgary | 12/2008 | 05/2021 |
1) Wellington-Altus Private Wealth Inc.; investment-related; 3400-421 7 Ave SW, Calgary, Alberta T2P 4K9, Canada; Broker-dealer; Senior Wealth Advisor; Started 05/2021; approximately 160 hours per month, all during securities trading hours; management of client investment portfolios. 2) Wellington-Altus Insurance Inc.; not investment-related; 201 Portage Ave, Winnipeg, MB R3C 0B9; Insurance Representative; started 01/2022; approximately 1 hour per month, zero hours during securities trading hours; provide insurance services.
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