Conrad joined Wellington-Altus after 14 years with a major bank-owned financial advisory firm and six previous years in capital markets, research, and private wealth management roles.
Conrad graduated with distinction from the University of Victoria in 2001 and has remained committed to honing his skills through education. He is a Chartered Financial Analyst (CFA), considered the gold standard of financial designations by The Economist and the investment industry. CFA charterholders adhere to rigorous standards of ethics, transparency and continuing education. As a Certified Financial Planner (CFP®), Conrad offers comprehensive planning capabilities to a specified standard of education, experience and ethics.
As a portfolio manager, Conrad is qualified to act with discretion on his clients’ behalf, freeing them from making day-to-day investment decisions.
Conrad and his wife Sara, their daughter Hayden and son Parker keep very busy together. He enjoys cooking and the great outdoors; his favourite activities include CrossFit, biking, running, and downhill skiing.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.