CE
Connor Egan
Client Services Associate at Wellington Altus
View Connor's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Client Services Associate
2022 - Present · 2 years and 11 months
Founder, Chief Investment Officer
2023 - Present · 1 years and 11 months
Student Intern
2021 - 2022 · 1 years
Company Details
501-1000 Employees
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *Investment Executive 2023 Brokerage Report Card.
Year Founded
2017
Social Media
Linkedin
Industry
Financial Services
HQ Location
201 Portage Avenue 3rd Floor Winnipeg, Manitoba R3B 3K6, CA
Keywords
Holistic Wealth AdvicePrivate Investment Adviceand Private Financial PlanningPrivate Financial Planning
Discover More About Cleveland Clinic

Find verified contacts of Connor Egan in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.