We provide first-class holistic wealth management, comprehensive financial planning, and tailored insurance solutions for individuals, families, professionals, business owners, trusts and organizations. Through a highly personalized approach, we empower you to make thoughtful, informed decisions about your financial future. Our mission is to help you achieve financial growth while ensuring lasting confidence and peace of mind.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Top-rated investment dealer in Canada six years running in the 2025 Investment Executive Brokerage Report Card.
Investment Executive 2025 Brokerage Report Card
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
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.