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Wellington-Altus Creates New Chief Experience Officer Post, Targets Big AuA Growth

Editorial Staff

20 February 2024

Canada’s Wellington-Altus has created the new post of chief experience officer, to be held by Steph Condra.

Condra has held several leadership positions and worked in the sector for more than two decades. She was most recently head, National Strategy Office at BMO Private Wealth, where she guided the integration of its private banking and full-service brokerage businesses. She is also a CFA Society volunteer and a member of the Women in Capital Markets Wealth Management Working Group.

In her new role, Condra will oversee the advanced wealth planning, advisor engagement, advisor onboarding, marketing, and regional management teams.

"The Canadian wealth management landscape is due for disruption,” Condra said.

Wellington-Altus intends to double its assets under management to C$50 billion from its current C$25 billion figure. The latest move follows its receiving C$40 million in a second-round growth equity investment from Salt Lake City-based private equity firm The Cynosure Group in December 2023. Cynosure previously invested in Wellington-Altus in 2021.