Alison joined Wellington-Altus in June 2019 and is based in Toronto, ON. She is a Senior Wealth Planner for the East Coast Region with a passion for personal finance, and enjoys collaborating with clients and guiding them through the holistic wealth planning process.
Alison started her career working on an investment advisory team which sparked her interest in promoting financial literacy and confidence amongst clients. Over the last eight years, she has broadened her experience working with boutique and large national wealth management firms. She helps clients to identify and plan for their goals and unique needs by recommending highly personalized wealth solutions.
Alison graduated from Wilfrid Laurier University with a Bachelor of Business Administration (Co-op) and has obtained her CFP® and TEP designations.
Outside of work, Alison enjoys playing squash (doubles in particular!), cooking, and spending time with family and friends.