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Wellington-Altus bolsters leadership with new chief experience officer

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“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.

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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.”

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