Leading independent wealth firm appoints industry veteran as it follows through on advisor support pledge
Wellington-Altus is ringing in the new year with a new addition to its C-suite.
The leading independent firm has announced Steph Condra, a 20-year veteran of the wealth space, as its new executive vice president, chief experience officer.
Condra’s pedigree in the wealth industry can hardly be questioned. Over a more-than-two-decade career, she’s accumulated valuable experience and expertise across the domains of wealth management, asset management, and institutional investment covering both Canada and international markets.
"Steph's passion for helping advisors and her proven track record of innovative thinking aligns seamlessly with our mission to revolutionize wealth management in Canada,” Wellington-Altus founder and CEO Shaun Hauser said in a statement.
Read more: Wellington-Altus eyes further 'parabolic growth' with $40 million investment
Aside from being a CFA Society volunteer, Condra contributes her time and effort as a member of the Women in Capital Markets Wealth Management Working Group.
Her string of leaderships roles includes her most recent stint at BMO Private Wealth. As the firm’s Head, National Strategy Office, she oversaw the successful integration of Nesbitt Burns, its full-service brokerage arm, with its private banking business.
“The Canadian wealth management landscape is due for disruption," Condra said. "A top-rated, independent firm like Wellington-Altus—one that connects with the hearts and minds of advisors without compromising on the need to put clients first—is best positioned to lead this change.”
The CXO role at the firm is a position months in the making. The firm first announced plans to elevate the advisor experience offering last July, when it announced a shift in leadership that included the departure of Jordy Chilcott from his role as president of Wellington-Altus Private Wealth.
Read more: Leadership shakeup at Wellington-Altus with key exec departing
“I am thrilled to join their unstoppable momentum in this new role of Chief Experience Officer,” Condra said.
“The creation of the Chief Experience Officer role underscores our dedication to delivering exceptional advisor experiences by providing the tools and support to thrive,” Hauser said.
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