Welcome to Dargis Private Family Wealth, where we take an agile and personalized approach to meeting the complex needs of high-net-worth clients. We understand that wealth management is no longer about one-size-fits-all solutions. Instead, we offer specialized service and independent advice, designed specifically for your unique financial situation.
Our holistic approach ensures that your financial strategy is closely aligned with your goals, values, and long-term legacy. We’re committed to delivering unbiased, independent advice—free from the pressures of sales quotas. By focusing solely on your best interests, we create customized strategies that meet your needs and reflect your personal vision for the future.
As part of Wellington-Altus Private Wealth, one of Canada’s leading independent dealers, we have the resources to provide truly independent advice. Led by Adrian Dargis, Wealth Advisor and CERTIFIED FINANCIAL PLANNER® professional, our team offers forward-thinking solutions in retirement planning, tax strategies, estate planning, and business succession.
At Dargis Private Family Wealth, we believe in building long-term, meaningful relationships with our clients. Our goal is to simplify the complexities of wealth management, allowing you to focus on what matters most—whether it’s family, your business, or your legacy. Together, we’ll navigate your financial future and work to secure lasting financial success.
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.
