Cook & Cooke Financial

At Cook & Cooke Financial, we help Canadians protect their loved ones, grow their wealth, and build their financial futures. Our goal is to help make it fast and as easy as possible to reach these goals, so they can spend time on the people and things that matter the most.

Having roots in the beautiful Swan River Valley; allows us to bring the same level of commitment and personal service to communities like The Pas and Roblin. Long-term trusted relationships with our clients are the foundation of our business.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

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.

Traditional Brokerage

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.

Holistic Wealth Advice

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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.