Steph Condra
About Steph Condra
Steph Condra is the Executive Vice-President and Chief Experience Officer at Wellington-Altus Financial Inc., with over 20 years of experience in wealth management and institutional investment.
Steph Condra's Role at Wellington-Altus Financial Inc.
Steph Condra serves as the Executive Vice-President and Chief Experience Officer at Wellington-Altus Financial Inc. In this role, she leverages her extensive background in wealth and asset management to enhance client experience and drive strategic initiatives. Her leadership is integral in shaping the company's vision and operational strategies, ensuring that they align with the evolving needs of their clientele.
Steph Condra's Professional Designations: CFA and CAIA
Steph Condra holds two significant professional designations in the finance industry: Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). These credentials underscore her expertise and commitment to professional excellence in financial analysis and alternative investments. The CFA designation signifies a comprehensive understanding of investment management, while the CAIA designation highlights her specialized knowledge in alternative investment strategies.
Steph Condra's Experience in Wealth and Asset Management
With over 20 years of experience in wealth management, asset management, and institutional investment, Steph Condra brings a wealth of knowledge to her current position. Her career includes significant international experience, having spent more than a decade working in London, U.K. and Dublin, Ireland. This global perspective enhances her strategic vision and ability to manage complex financial services environments.
Steph Condra's Previous Role at BMO Private Wealth
Prior to joining Wellington-Altus Financial Inc., Steph Condra served as Head of the National Strategy Office for BMO Private Wealth. In this role, she was instrumental in integrating BMO Private Wealth's private banking and full-service brokerage (Nesbitt Burns) businesses. Her efforts were crucial in streamlining operations and fostering a unified approach to wealth management within the organization.
Steph Condra's Contributions to Wealth Management Discussions
Steph Condra is a regular speaker on the future of wealth management, addressing topics such as increasing diversity in the field and understanding the psychology of money. Her insights and contributions help shape industry discussions and promote inclusive practices. She is also part of a Women in Capital Markets (WCM) Wealth Management working group that focuses on addressing the challenge of too few women advisors in the industry.
Steph Condra's Involvement with CFA Society and Girl Guides of Canada
Steph Condra has been actively involved with the CFA Society for over a decade, contributing to the community through various initiatives and engagements. Additionally, she supports the Girl Guides of Canada at a national level, serving on the audit and finance, portfolio review, and nomination committees. Her dedication to these organizations reflects her commitment to fostering leadership and financial literacy among young women.