Menu
Menu
Menu
Our team specializes in building long-lasting relationships which allow high-net-worth families, institutions, and individuals to achieve their financial goals. Our customized and personalized approach to investing ensures our clients’ needs are being met. By offering an integrated service of investment advice, wealth management plans, and tax and estate services, we offer a complete and effective way to manage your wealth.
Our experience, coupled with our passion for finance and love of people, allows us to offer exemplary, comprehensive wealth management all in one place.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Safety of Assets
At Wellington-Altus Private Wealth, you get the best of both worlds: truly independent and objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank. Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.
Independent
We offer objective and impartial wealth advice with no sales quotas, conflicts or competing interests. Our agile approach to the complex needs of high-net-worth clients recognizes that wealth management has evolved from selling cookie-cutter solutions, to specialized service and independent advice. Our advisors are free to do what is best for their clients, every time.
Outstanding Client Experience
At Wellington-Altus Private Wealth, we embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our clients and advisors. We have partnered with leading-edge providers to deliver best-in-class technology and platforms, and have access to some of the best money management solutions in Canada. Being fully operational with remote access means our advisors can seamlessly service clients anytime, from anywhere.
Leading-Edge Technology
At Wellington-Altus Private Wealth, we embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our advisors. Our in-house centre for digital transformation is equipped to build and curate tech-based applications that drive productivity and create efficiencies for our advisors, and create a better client experience. This team of data architects and technology analysts is solely dedicated to building fintech solutions for our firm.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
