Wellington-Altus was built by experienced independent advisors to better serve clients through a holistic approach to financial planning, investment and protection.
At Wellington-Altus, you get the best of both worlds: truly independent and objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank. Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.
We offer objective and impartial wealth advice with no sales quotas, conflicts or competing interests. Our agile approach to the complex needs of high-net-worth clients recognizes that wealth management has evolved from selling cookie-cutter solutions, to specialized service and independent advice. Our advisors are free to do what is best for their clients, every time.
At Wellington-Altus, we embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our clients and advisors. We have partnered with leading-edge providers to deliver best-in-class technology and platforms, and have access to some of the best money management solutions in Canada. Being fully operational with remote access means our advisors can seamlessly service clients anytime, from anywhere.
At Wellington-Altus Private Wealth, we embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our advisors.
This in-house center for digital transformation is equipped to build and curate tech-based applications that drive productivity and create efficiencies for our advisors, and create a better client experience. This team of data architects and technology analysts is solely dedicated to building fintech solutions for our firm.