Since 2010, Constellation Wealth Management has relentlessly served our clients’ interests above all else. We have successfully accomplished this objective by following our seven core principles.
These principles have enabled us to foster immense trust with our clients and in doing so, build one of Canada’s preeminent wealth management practices. It is a privileged task we are asked to fulfill, and we strive to execute it to the highest standards and with the utmost integrity.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
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.
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.
