David Stovel is a financial advisor with Wellington-Altus USA Inc. He holds nine years of industry experience, including over a decade with RBC Wealth Management and RBC Private Counsel (USA) Inc. since 2013. Wellington-Altus USA Inc. provides discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm employs a blend of fundamental and technical analysis across various asset classes and offers managed accounts, a customizable SMA platform, and a wrap-fee program.

Keith Dyck is a financial advisor at Wellington-Altus USA Inc. with experience dating back to 2008, including roles at BMO Nesbitt Burns Inc. and Wellington-Altus Private Wealth Inc. He holds credentials as a Senior Wealth Advisor and also provides insurance services through Wellington-Altus Insurance Inc. Wellington-Altus USA Inc. offers discretionary investment management to individuals, trusts, estates, corporations, and business entities, utilizing a mix of fundamental and technical analysis across various asset classes. The firm manages portfolios on a discretionary basis within client guidelines and supports a range of investment strategies, including structured notes and private fund allocations.

George Love is a financial advisor with Wellington-Altus USA Inc. He has been with the firm since 2020 and previously worked at Scotia Capital Inc. from 2006 to 2019. In addition to his advisory role, he is a partner in an insurance business, Rosedale Family Insurance Office. Wellington-Altus USA Inc. provides discretionary investment management to individuals, trusts, estates, corporations, and business entities. The firm uses a blend of fundamental and technical analysis, employing diversified portfolios that may include equities, fixed income, mutual funds, ETFs, alternative vehicles, and options strategies, managed on a discretionary basis within client guidelines.