Conrad Kluge CFA, CFP® currently serves as a Senior Wealth Advisor and Senior Portfolio Manager at Wellington-Altus Private Wealth since May 2022. Prior to this role, Conrad held positions as a Senior Portfolio Manager and Senior Investment Advisor at TD Wealth Private Investment Advice from September 2008 to May 2022, and as a Research Associate at Blackmont Capital in early 2008. Earlier in their career, Conrad worked as an Inside Wholesaler at IA Clarington from January 2007 to January 2008. Educational credentials include a Chartered Financial Analyst (CFA) designation from the CFA Institute, a Certified Financial Planner (CFP®) designation from the Financial Planners Standard Council, and a BA in English Literature from the University of Victoria, earned between 1998 and 2001.
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