{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/amalfiwealthmanagement\/?page_id=6"},"modified":"2026-03-03T02:47:39","modified_gmt":"2026-03-03T02:47:39","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/amalfiwealthmanagement\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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Amalfi Wealth Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We are an independent, vibrant, and passionate team that feels privileged to have the opportunity to serve Canada\u2019s investor community.<\/p>

Our aim is to continually strengthen client relationships in a partnership that offers unparalleled service and guidance throughout clients’ lives and for their legacies.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tMeet The Team<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Amalfi finds an Award-winning Partner in Wellington-Altus<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Recognized as one of\u00a0Canada\u2019s Top Growing Companies<\/strong>\u00a0in 2023, 2024 and 2025 by The Globe and Mail for our three-year revenue growth.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Top-rated investment dealer in Canada\u00a0six\u00a0<\/span>years running<\/strong>\u00a0in the\u00a02025<\/span>\u00a0Investment Executive Brokerage Report Card<\/a>.<\/p>

Investment Executive 2025 Brokerage Report Card<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Named Brokerage <\/span>of the Year<\/span>\u00a0<\/strong>for our employee value proposition, advisor retention, client service, digital platforms and innovation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Awarded 5-Star Wealth Management Firm<\/strong>\u00a0for excellence in key areas supporting advisors\u2019 businesses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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What does Independent Wealth Advice mean?<\/strong><\/p>

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 being publicly traded\/bank owned. That being said, we are associated with various broker-dealers of our choosing and can offer a wider range of products and services.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Advanced Wealth Planning Team <\/strong><\/p>

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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Tailored and Trusted Financial Advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our advisory practice has decades of experience working with a wide range of individuals, families and companies across all industries<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Forward-Thinking Solutions<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Platinum Private Portfolios<\/strong><\/p>

A monitored, unified, discretionary managed account with access to world-class money managers diversified across geography, sector, and investment type.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Advice + Managed Platform <\/strong><\/p>

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Traditional Brokerage<\/strong><\/p>

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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Amalfi Wealth Management We are an independent, vibrant, and passionate team that feels privileged to have the opportunity to serve Canada\u2019s 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. Meet The Team Amalfi finds an Award-winning Partner […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-6","page","type-page","status-publish","hentry"],"yoast_head":"\nHome - Amalfi Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/amalfiwealthmanagement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Home - Amalfi Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Amalfi Wealth Management We are an independent, vibrant, and passionate team that feels privileged to have the opportunity to serve Canada\u2019s investor community. 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