{"id":473,"date":"2026-11-06T10:12:30","date_gmt":"2026-11-06T15:12:30","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/?page_id=473"},"modified":"2026-11-06T13:33:15","modified_gmt":"2026-11-06T18:33:15","slug":"our-services","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/our-services\/","title":{"rendered":"Our Services\u200b"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"473\" class=\"elementor elementor-473\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd18976 e-flex e-con-boxed e-con e-parent\" data-id=\"fd18976\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-86a4b21 e-con-full e-flex e-con e-child\" data-id=\"86a4b21\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c23e557 elementor-widget elementor-widget-heading\" data-id=\"c23e557\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Our Services<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ab09982 elementor-widget elementor-widget-text-editor\" data-id=\"ab09982\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We offer guidance designed to support your evolving financial needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ac0b184 e-flex e-con-boxed e-con e-parent\" data-id=\"ac0b184\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a04f809 e-n-tabs-mobile elementor-widget elementor-widget-n-tabs\" data-id=\"a04f809\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"168097801\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-1680978011\" data-tab-title-id=\"e-n-tab-title-1680978011\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-1680978011\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chart-line\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M496 384H64V80c0-8.84-7.16-16-16-16H16C7.16 64 0 71.16 0 80v336c0 17.67 14.33 32 32 32h464c8.84 0 16-7.16 16-16v-32c0-8.84-7.16-16-16-16zM464 96H345.94c-21.38 0-32.09 25.85-16.97 40.97l32.4 32.4L288 242.75l-73.37-73.37c-12.5-12.5-32.76-12.5-45.25 0l-68.69 68.69c-6.25 6.25-6.25 16.38 0 22.63l22.62 22.62c6.25 6.25 16.38 6.25 22.63 0L192 237.25l73.37 73.37c12.5 12.5 32.76 12.5 45.25 0l96-96 32.4 32.4c15.12 15.12 40.97 4.41 40.97-16.97V112c.01-8.84-7.15-16-15.99-16z\"><\/path><\/svg>\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chart-line\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M496 384H64V80c0-8.84-7.16-16-16-16H16C7.16 64 0 71.16 0 80v336c0 17.67 14.33 32 32 32h464c8.84 0 16-7.16 16-16v-32c0-8.84-7.16-16-16-16zM464 96H345.94c-21.38 0-32.09 25.85-16.97 40.97l32.4 32.4L288 242.75l-73.37-73.37c-12.5-12.5-32.76-12.5-45.25 0l-68.69 68.69c-6.25 6.25-6.25 16.38 0 22.63l22.62 22.62c6.25 6.25 16.38 6.25 22.63 0L192 237.25l73.37 73.37c12.5 12.5 32.76 12.5 45.25 0l96-96 32.4 32.4c15.12 15.12 40.97 4.41 40.97-16.97V112c.01-8.84-7.15-16-15.99-16z\"><\/path><\/svg>\t\t<\/span>\n\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tInvestment Management\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1680978012\" data-tab-title-id=\"e-n-tab-title-1680978012\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1680978012\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-route\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 320h-96c-17.6 0-32-14.4-32-32s14.4-32 32-32h96s96-107 96-160-43-96-96-96-96 43-96 96c0 25.5 22.2 63.4 45.3 96H320c-52.9 0-96 43.1-96 96s43.1 96 96 96h96c17.6 0 32 14.4 32 32s-14.4 32-32 32H185.5c-16 24.8-33.8 47.7-47.3 64H416c52.9 0 96-43.1 96-96s-43.1-96-96-96zm0-256c17.7 0 32 14.3 32 32s-14.3 32-32 32-32-14.3-32-32 14.3-32 32-32zM96 256c-53 0-96 43-96 96s96 160 96 160 96-107 96-160-43-96-96-96zm0 128c-17.7 0-32-14.3-32-32s14.3-32 32-32 32 14.3 32 32-14.3 32-32 32z\"><\/path><\/svg>\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-route\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 320h-96c-17.6 0-32-14.4-32-32s14.4-32 32-32h96s96-107 96-160-43-96-96-96-96 43-96 96c0 25.5 22.2 63.4 45.3 96H320c-52.9 0-96 43.1-96 96s43.1 96 96 96h96c17.6 0 32 14.4 32 32s-14.4 32-32 32H185.5c-16 24.8-33.8 47.7-47.3 64H416c52.9 0 96-43.1 96-96s-43.1-96-96-96zm0-256c17.7 0 32 14.3 32 32s-14.3 32-32 32-32-14.3-32-32 14.3-32 32-32zM96 256c-53 0-96 43-96 96s96 160 96 160 96-107 96-160-43-96-96-96zm0 128c-17.7 0-32-14.3-32-32s14.3-32 32-32 32 14.3 32 32-14.3 32-32 32z\"><\/path><\/svg>\t\t<\/span>\n\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tFinancial &amp; Retirement Planning\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1680978013\" data-tab-title-id=\"e-n-tab-title-1680978013\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1680978013\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-user-shield\" viewBox=\"0 0 640 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M622.3 271.1l-115.2-45c-4.1-1.6-12.6-3.7-22.2 0l-115.2 45c-10.7 4.2-17.7 14-17.7 24.9 0 111.6 68.7 188.8 132.9 213.9 9.6 3.7 18 1.6 22.2 0C558.4 489.9 640 420.5 640 296c0-10.9-7-20.7-17.7-24.9zM496 462.4V273.3l95.5 37.3c-5.6 87.1-60.9 135.4-95.5 151.8zM224 256c70.7 0 128-57.3 128-128S294.7 0 224 0 96 57.3 96 128s57.3 128 128 128zm96 40c0-2.5.8-4.8 1.1-7.2-2.5-.1-4.9-.8-7.5-.8h-16.7c-22.2 10.2-46.9 16-72.9 16s-50.6-5.8-72.9-16h-16.7C60.2 288 0 348.2 0 422.4V464c0 26.5 21.5 48 48 48h352c6.8 0 13.3-1.5 19.2-4-54-42.9-99.2-116.7-99.2-212z\"><\/path><\/svg>\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-user-shield\" viewBox=\"0 0 640 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M622.3 271.1l-115.2-45c-4.1-1.6-12.6-3.7-22.2 0l-115.2 45c-10.7 4.2-17.7 14-17.7 24.9 0 111.6 68.7 188.8 132.9 213.9 9.6 3.7 18 1.6 22.2 0C558.4 489.9 640 420.5 640 296c0-10.9-7-20.7-17.7-24.9zM496 462.4V273.3l95.5 37.3c-5.6 87.1-60.9 135.4-95.5 151.8zM224 256c70.7 0 128-57.3 128-128S294.7 0 224 0 96 57.3 96 128s57.3 128 128 128zm96 40c0-2.5.8-4.8 1.1-7.2-2.5-.1-4.9-.8-7.5-.8h-16.7c-22.2 10.2-46.9 16-72.9 16s-50.6-5.8-72.9-16h-16.7C60.2 288 0 348.2 0 422.4V464c0 26.5 21.5 48 48 48h352c6.8 0 13.3-1.5 19.2-4-54-42.9-99.2-116.7-99.2-212z\"><\/path><\/svg>\t\t<\/span>\n\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tEstate &amp; Legacy Planning\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1680978014\" data-tab-title-id=\"e-n-tab-title-1680978014\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"4\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1680978014\" style=\"--n-tabs-title-order: 4;\">\n\t\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-file-contract\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M224 136V0H24C10.7 0 0 10.7 0 24v464c0 13.3 10.7 24 24 24h336c13.3 0 24-10.7 24-24V160H248c-13.2 0-24-10.8-24-24zM64 72c0-4.42 3.58-8 8-8h80c4.42 0 8 3.58 8 8v16c0 4.42-3.58 8-8 8H72c-4.42 0-8-3.58-8-8V72zm0 64c0-4.42 3.58-8 8-8h80c4.42 0 8 3.58 8 8v16c0 4.42-3.58 8-8 8H72c-4.42 0-8-3.58-8-8v-16zm192.81 248H304c8.84 0 16 7.16 16 16s-7.16 16-16 16h-47.19c-16.45 0-31.27-9.14-38.64-23.86-2.95-5.92-8.09-6.52-10.17-6.52s-7.22.59-10.02 6.19l-7.67 15.34a15.986 15.986 0 0 1-14.31 8.84c-.38 0-.75-.02-1.14-.05-6.45-.45-12-4.75-14.03-10.89L144 354.59l-10.61 31.88c-5.89 17.66-22.38 29.53-41 29.53H80c-8.84 0-16-7.16-16-16s7.16-16 16-16h12.39c4.83 0 9.11-3.08 10.64-7.66l18.19-54.64c3.3-9.81 12.44-16.41 22.78-16.41s19.48 6.59 22.77 16.41l13.88 41.64c19.77-16.19 54.05-9.7 66 14.16 2.02 4.06 5.96 6.5 10.16 6.5zM377 105L279.1 7c-4.5-4.5-10.6-7-17-7H256v128h128v-6.1c0-6.3-2.5-12.4-7-16.9z\"><\/path><\/svg>\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-file-contract\" viewBox=\"0 0 384 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M224 136V0H24C10.7 0 0 10.7 0 24v464c0 13.3 10.7 24 24 24h336c13.3 0 24-10.7 24-24V160H248c-13.2 0-24-10.8-24-24zM64 72c0-4.42 3.58-8 8-8h80c4.42 0 8 3.58 8 8v16c0 4.42-3.58 8-8 8H72c-4.42 0-8-3.58-8-8V72zm0 64c0-4.42 3.58-8 8-8h80c4.42 0 8 3.58 8 8v16c0 4.42-3.58 8-8 8H72c-4.42 0-8-3.58-8-8v-16zm192.81 248H304c8.84 0 16 7.16 16 16s-7.16 16-16 16h-47.19c-16.45 0-31.27-9.14-38.64-23.86-2.95-5.92-8.09-6.52-10.17-6.52s-7.22.59-10.02 6.19l-7.67 15.34a15.986 15.986 0 0 1-14.31 8.84c-.38 0-.75-.02-1.14-.05-6.45-.45-12-4.75-14.03-10.89L144 354.59l-10.61 31.88c-5.89 17.66-22.38 29.53-41 29.53H80c-8.84 0-16-7.16-16-16s7.16-16 16-16h12.39c4.83 0 9.11-3.08 10.64-7.66l18.19-54.64c3.3-9.81 12.44-16.41 22.78-16.41s19.48 6.59 22.77 16.41l13.88 41.64c19.77-16.19 54.05-9.7 66 14.16 2.02 4.06 5.96 6.5 10.16 6.5zM377 105L279.1 7c-4.5-4.5-10.6-7-17-7H256v128h128v-6.1c0-6.3-2.5-12.4-7-16.9z\"><\/path><\/svg>\t\t<\/span>\n\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tCollaborative Wealth Management\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-1680978015\" data-tab-title-id=\"e-n-tab-title-1680978015\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"5\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-1680978015\" style=\"--n-tabs-title-order: 5;\">\n\t\t\t\t\t<span class=\"e-n-tab-icon\">\n\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-comments\" viewBox=\"0 0 576 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M532 386.2c27.5-27.1 44-61.1 44-98.2 0-80-76.5-146.1-176.2-157.9C368.3 72.5 294.3 32 208 32 93.1 32 0 103.6 0 192c0 37 16.5 71 44 98.2-15.3 30.7-37.3 54.5-37.7 54.9-6.3 6.7-8.1 16.5-4.4 25 3.6 8.5 12 14 21.2 14 53.5 0 96.7-20.2 125.2-38.8 9.2 2.1 18.7 3.7 28.4 4.9C208.1 407.6 281.8 448 368 448c20.8 0 40.8-2.4 59.8-6.8C456.3 459.7 499.4 480 553 480c9.2 0 17.5-5.5 21.2-14 3.6-8.5 1.9-18.3-4.4-25-.4-.3-22.5-24.1-37.8-54.8zm-392.8-92.3L122.1 305c-14.1 9.1-28.5 16.3-43.1 21.4 2.7-4.7 5.4-9.7 8-14.8l15.5-31.1L77.7 256C64.2 242.6 48 220.7 48 192c0-60.7 73.3-112 160-112s160 51.3 160 112-73.3 112-160 112c-16.5 0-33-1.9-49-5.6l-19.8-4.5zM498.3 352l-24.7 24.4 15.5 31.1c2.6 5.1 5.3 10.1 8 14.8-14.6-5.1-29-12.3-43.1-21.4l-17.1-11.1-19.9 4.6c-16 3.7-32.5 5.6-49 5.6-54 0-102.2-20.1-131.3-49.7C338 339.5 416 272.9 416 192c0-3.4-.4-6.7-.7-10C479.7 196.5 528 238.8 528 288c0 28.7-16.2 50.6-29.7 64z\"><\/path><\/svg>\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-comments\" viewBox=\"0 0 576 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M532 386.2c27.5-27.1 44-61.1 44-98.2 0-80-76.5-146.1-176.2-157.9C368.3 72.5 294.3 32 208 32 93.1 32 0 103.6 0 192c0 37 16.5 71 44 98.2-15.3 30.7-37.3 54.5-37.7 54.9-6.3 6.7-8.1 16.5-4.4 25 3.6 8.5 12 14 21.2 14 53.5 0 96.7-20.2 125.2-38.8 9.2 2.1 18.7 3.7 28.4 4.9C208.1 407.6 281.8 448 368 448c20.8 0 40.8-2.4 59.8-6.8C456.3 459.7 499.4 480 553 480c9.2 0 17.5-5.5 21.2-14 3.6-8.5 1.9-18.3-4.4-25-.4-.3-22.5-24.1-37.8-54.8zm-392.8-92.3L122.1 305c-14.1 9.1-28.5 16.3-43.1 21.4 2.7-4.7 5.4-9.7 8-14.8l15.5-31.1L77.7 256C64.2 242.6 48 220.7 48 192c0-60.7 73.3-112 160-112s160 51.3 160 112-73.3 112-160 112c-16.5 0-33-1.9-49-5.6l-19.8-4.5zM498.3 352l-24.7 24.4 15.5 31.1c2.6 5.1 5.3 10.1 8 14.8-14.6-5.1-29-12.3-43.1-21.4l-17.1-11.1-19.9 4.6c-16 3.7-32.5 5.6-49 5.6-54 0-102.2-20.1-131.3-49.7C338 339.5 416 272.9 416 192c0-3.4-.4-6.7-.7-10C479.7 196.5 528 238.8 528 288c0 28.7-16.2 50.6-29.7 64z\"><\/path><\/svg>\t\t<\/span>\n\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tOngoing Guidance &amp; Support\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div id=\"e-n-tab-content-1680978011\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1680978011\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-128a611 e-con-full e-flex e-con e-child\" data-id=\"128a611\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-41ee0b0 elementor-widget elementor-widget-text-editor\" data-id=\"41ee0b0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our personalized approach to investment management considers your financial objectives, risk tolerance, and time horizon to develop and manage a portfolio aligned with your needs.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a50f71f elementor-widget elementor-widget-image\" data-id=\"a50f71f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Advisor-helping-client-with-Investment-Management-strategies.webp\" class=\"attachment-large size-large wp-image-475\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Advisor-helping-client-with-Investment-Management-strategies.webp 1000w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Advisor-helping-client-with-Investment-Management-strategies-300x200.webp 300w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Advisor-helping-client-with-Investment-Management-strategies-768x513.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1680978012\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1680978012\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-e61dd8f e-con-full e-flex e-con e-child\" data-id=\"e61dd8f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3a6e6cc elementor-widget elementor-widget-text-editor\" data-id=\"3a6e6cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>From managing cash flow and planning for retirement to preparing for significant life events, our guidance is designed to help you navigate financial decisions at every stage of life.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca197bd elementor-widget elementor-widget-image\" data-id=\"ca197bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Happy-Retired-Couple-scaled-1-1024x683.webp\" class=\"attachment-large size-large wp-image-476\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Happy-Retired-Couple-scaled-1-1024x683.webp 1024w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Happy-Retired-Couple-scaled-1-300x200.webp 300w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Happy-Retired-Couple-scaled-1-768x512.webp 768w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Happy-Retired-Couple-scaled-1-1536x1025.webp 1536w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Happy-Retired-Couple-scaled-1-2048x1366.webp 2048w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1680978013\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1680978013\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-ee5f721 e-con-full e-flex e-con e-child\" data-id=\"ee5f721\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-14bac96 elementor-widget elementor-widget-text-editor\" data-id=\"14bac96\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Planning for the future involves more than managing wealth. We help you explore strategies to preserve and transfer wealth while considering the people, causes, and priorities that matter most to you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33c82bf elementor-widget elementor-widget-image\" data-id=\"33c82bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Insurance-and-protection-Strategies.webp\" class=\"attachment-large size-large wp-image-477\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Insurance-and-protection-Strategies.webp 1000w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Insurance-and-protection-Strategies-300x169.webp 300w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Insurance-and-protection-Strategies-768x432.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1680978014\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1680978014\" data-tab-index=\"4\" style=\"--n-tabs-title-order: 4;\" class=\" elementor-element elementor-element-d230ce4 e-con-full e-flex e-con e-child\" data-id=\"d230ce4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-996f7cb elementor-widget elementor-widget-text-editor\" data-id=\"996f7cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>A coordinated approach to wealth management can help address your broader financial needs. Where appropriate, we collaborate with your existing professional advisors, including accountants and legal professionals, to support your financial goals.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e85e0e4 elementor-widget elementor-widget-image\" data-id=\"e85e0e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Family-Planning-Legacy.webp\" class=\"attachment-large size-large wp-image-478\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Family-Planning-Legacy.webp 1000w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Family-Planning-Legacy-300x200.webp 300w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Family-Planning-Legacy-768x512.webp 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-1680978015\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-1680978015\" data-tab-index=\"5\" style=\"--n-tabs-title-order: 5;\" class=\" elementor-element elementor-element-9f9817f e-con-full e-flex e-con e-child\" data-id=\"9f9817f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d4954dc elementor-widget elementor-widget-text-editor\" data-id=\"d4954dc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Effective wealth management begins with understanding what matters most to you. Through ongoing communication and regular reviews, our team provides guidance to help you adapt your financial strategies as your circumstances evolve.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39f7a12 elementor-widget elementor-widget-image\" data-id=\"39f7a12\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"616\" src=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Wealth-advice-1024x789.webp\" class=\"attachment-large size-large wp-image-479\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Wealth-advice-1024x789.webp 1024w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Wealth-advice-300x231.webp 300w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Wealth-advice-768x592.webp 768w, https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-content\/uploads\/sites\/300\/2026\/11\/Wealth-advice.webp 1200w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\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\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Our Services We offer guidance designed to support your evolving financial needs. Investment Management Financial &amp; Retirement Planning Estate &amp; Legacy Planning Collaborative Wealth Management Ongoing Guidance &amp; Support Our personalized approach to investment management considers your financial objectives, risk tolerance, and time horizon to develop and manage a portfolio aligned with your needs. From [&hellip;]<\/p>\n","protected":false},"author":193,"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":"","footnotes":""},"class_list":["post-473","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/pages\/473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/comments?post=473"}],"version-history":[{"count":13,"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/pages\/473\/revisions"}],"predecessor-version":[{"id":496,"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/pages\/473\/revisions\/496"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/cbprivatewealth\/wp-json\/wp\/v2\/media?parent=473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}