SC

Steph Condra

Executive Vice-President & Chief Experience Officer (CXO)

Wellington-Altus Private Wealth

Toronto, Ontario


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Wellington-Altus Private Wealth
Industry
financial services
Employees
740.0
Seniority
C suite
Annual Revenue
50000000.0
Total Funding
114415600.0
Latest Funding
Debt Financing

Technologies

Amazon CloudFront Salesforce Route 53 Amazon SES SMTP.com Outlook Microsoft Office 365 Amazon AWS CloudFlare Monday Drift Google AdWords Conversion Bootstrap Framework Google Analytics YouTube Cedexis Radar Simpli.fi Google Maps Adobe Media Optimizer Wufoo Ubuntu Google Tag Manager Apache Vimeo Google Font API Google Maps (Non Paid Users) DoubleClick Google Dynamic Remarketing Facebook Login (Connect) WordPress.org DoubleClick Conversion reCAPTCHA JQuery 2.1.1 Mobile Friendly Hotjar Facebook Custom Audiences Facebook Widget

Keywords

holistic wealth advice private investment advice private financial planning wealth management independent financial advisors private wealth investment strategies tax planning retirement solutions portfolio management holistic financial planning high-net-worth clients customized investment solutions financial planning advice risk management asset protection retirement planning financial independence brokerage services investment advice client-focused service financial goals strategic investment wealth preservation investment platforms portfolio diversification advanced tax planning insurance strategies income protection liquid assets sustainable investing charitable giving endowment management fiduciary services family office services business succession planning performance monitoring capital raising institutional money management real estate investments alternative investments tax efficiency client relationship management financial education digital wealth management investment compliance client onboarding market insights financial reporting wealth transfer planning financial risk assessment investment due diligence financial advisory services investment dealer financial planning independent advisors tax minimization group retirement solutions holistic approach personalized service objective advice entrepreneurial culture asset management financial stability client-first approach innovative sectors diversified asset classes financial services industry strategic partnerships client satisfaction customized service independent investment research employee education white-glove support consulting expertise stewardship global client base investment management financial services capital markets

Get Full Contact Details

Subscribe to reveal email addresses and export contacts.

View Plans