Blaine Coates
About Blaine Coates
Blaine Coates serves as the Founder and Executive Vice President, Chief Financial Officer at Wellington-Altus Private Wealth, where he has worked since 2017. He holds multiple finance designations and has a notable history in wealth management and financial leadership.
Work at Wellington-Altus Financial
Blaine Coates has served as the Founder and Executive Vice President, Chief Financial Officer at Wellington-Altus Private Wealth since 2017. In this role, he has been instrumental in shaping the company's financial strategies and operations. His leadership has contributed to the growth of the firm, which focuses on providing tailored wealth management solutions to clients. Coates also holds the position of Senior Investment Advisor, further enhancing his involvement in client relations and investment strategies.
Previous Experience at Wellington West
Before his tenure at Wellington-Altus, Blaine Coates worked at Wellington West as Executive Vice President and Chief Financial Officer from 1993 to 2011. During his 18 years at the firm, he played a pivotal role in its operations and financial management. Notably, he was involved in the acquisition of Wellington West Holdings by National Bank for $333 million in 2011, marking a significant milestone in his career.
Education and Expertise
Blaine Coates studied at the University of Manitoba from 1971 to 1975, where he laid the foundation for his career in finance. He holds several professional designations, including CPA, CA, and FCSI, which demonstrate his expertise in finance and investment management. These credentials reflect his commitment to maintaining high standards in the financial industry.
Wealth Management Practice
In addition to his roles at Wellington-Altus, Blaine Coates runs a successful wealth management practice in Winnipeg. He provides financial guidance to high-net-worth individuals, helping them navigate complex investment landscapes. His experience and knowledge in wealth management enable him to offer tailored solutions that meet the unique needs of his clients.
Leadership and Entrepreneurial Spirit
Blaine Coates is recognized as a leader in the finance industry, noted for his entrepreneurial spirit. His ability to identify opportunities and drive growth has established him as a respected figure in wealth management. His leadership style emphasizes collaboration and strategic thinking, contributing to his success in various financial roles.