We are an independent, vibrant, and passionate team that feels privileged to have the opportunity to serve Canada’s investor community.
Our aim is to continually strengthen client relationships in a partnership that offers unparalleled service and guidance throughout clients’ lives and for their legacies.
*Investment Executive Brokerage Report Card
*Canada’s Best Managed Companies
*The Globe and Mail – Canada’s top wealth advisors
What does Independent Wealth Advice mean?
As entrepreneurs and private partners of Wellington-Altus we value an independent approach to wealth management that puts clients first. We remain free from the constraints, demands and conflicts of interest that accompany large banks. That being said, we are associated with various broker-dealers of our choosing and can offer a wider range of products and services.
Advanced Wealth Planning Team
Our highly trained and experienced wealth advisors are flanked by an elite Wellington-Altus team of advanced planning experts. This team adds an additional layer of planning analysis that goes well beyond conventional industry standards.
Our healthcare advisory practice has decades of experience working with healthcare professionals and their families.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, discretionary managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.