Marc Bellerive is a Vice-President, Senior Investment Advisor at Wellington-Altus Private Wealth. Marc has worked as an investment advisor for over two decades providing independent, objective and comprehensive wealth advice to his very select group of clients. Focused on only a limited number of clients, Marc is able to develop genuine personal relationships with each of them. Those relationships, in turn, provide him the in depth understanding of his clients’ needs, as well as the level of trust required to actively manage their portfolios. Marc has acquired the designations of Certified Financial Planner (CFP), Canadian Investment Manager (CIM) and was awarded the distinction of the Fellow of the Canadian Securities Institute (FCSI). Marc is accompanied by his long time Senior Associate Deb Leblanc who has herself worked in the investment industry as well as the banking industry for quite some time and is Marc’s left and right arm.
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Platinum Private Portfolios
A monitored, unified, 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.
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.