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Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

WINNIPEG et TORONTO, May 27, 2021/CNW/ – Wellington-Altus Private Wealth (Wellington-Altus) announced today that Gary Mayzes will join the firm as Senior Vice-President & Regional Manager, AB, SK, MB, effective June 1. Gary has more than 30 years of experience in advisory, branch management, regional management and head office executive roles, bringing a wide breadth of expertise and knowledge to the growing team across the region.

In this role Gary will focus on continuing to build out a best-in-class network of wealth management advisors in the firm’s regional offices.

“Gary is relentlessly focused on results and does his best work in an environment of flexibility and change—a perfect fit for our firm as we continue to grow,” said Jordy Chilcott, Executive Vice-President, Wealth Strategy & Enablement. “He’s a strategic leader with a deep passion for supporting top talent, which aligns with our mission to onboard the best of the best to our team, and that includes Gary.”

Prior to joining Wellington-Altus, Gary was Managing Director and Region Head Alberta, Private Wealth Management & Wood Gundy for CIBC. His past roles for CIBC included regional management, and national roles in strategic advisory and talent development. Gary has also been a successful Chairman’s and President’s Council Advisor in his past with Midland Walwyn and Merrill Lynch.

“I am gratified for this opportunity to return to my entrepreneurial roots,” said Gary. “I also believe that our industry must and will demand the freedom to deliver value to clients with full flexibility, and I am thankful that Wellington-Altus embraces innovation as much as I do.”

Gary is also an industry advocate and thought leader, actively contributing ideas and insight to help drive the evolution of the wealth and investment business. Has served on the IIROC Regional Board and Corporate Executive Board for Full-Service Brokerage in North America.

About Wellington-Altus Private Wealth
Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is the top-rated* wealth advisory company in Canada. With more than $15 billion in assets under administration, and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients. For more information, visit wellington-altus.ca. *Investment Executive 2021 Brokerage Report Card.

Pour les demandes des médias :
Danielle Nichol
Vice-présidente principale, Marketing
416-369-6215
Danielle.Nichol@wprivate.ca

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Calculating 2024 RRIF Minimum Withdrawals

For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2022, the following information outlines how their 2023 minimum withdrawal will be calculated.

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