{"id":2,"date":"2023-12-06T14:58:31","date_gmt":"2023-12-06T14:58:31","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth-new\/?page_id=2"},"modified":"2025-05-13T20:26:19","modified_gmt":"2025-05-13T20:26:19","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Adrian\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
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Dargis Private Family Wealth<\/h1>\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
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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.<\/p>

Our holistic approach ensures that your financial strategy is closely aligned with your goals, values, and long-term legacy. We\u2019re committed to delivering unbiased, independent advice\u2014free 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.<\/p>

As part of Wellington-Altus Private Wealth, one of Canada\u2019s leading independent dealers, we have the resources to provide truly independent advice. Led by Adrian Dargis, Wealth Advisor and CERTIFIED FINANCIAL PLANNER\u00ae<\/sup> professional, our team offers forward-thinking solutions in retirement planning, tax strategies, estate planning, and business succession.<\/p>

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\u2014whether it\u2019s family, your business, or your legacy. Together, we\u2019ll navigate your financial future and work to secure lasting financial success.<\/p>\t\t\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

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tMEET OUR TEAM<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\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
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Forward-Thinking Solutions\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.<\/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

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Platinum\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
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Platinum Private Portfolios<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.<\/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

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Advice\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
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Advice + Managed Platform<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.<\/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

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Traditional\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
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Traditional Brokerage<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/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

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tCONTACT US<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\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
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Experience + Independence<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tREAD OUR BLOG<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Holistic Wealth
Advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It\u2019s an approach that puts clients first.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tBOOK AN APPOINTMENT<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\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<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Dargis Private Family Wealth 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 […]<\/p>\n","protected":false},"author":198,"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":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-2","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/pages\/2","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/users\/198"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/comments?post=2"}],"version-history":[{"count":36,"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/pages\/2\/revisions"}],"predecessor-version":[{"id":473,"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/pages\/2\/revisions\/473"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/dargisprivatefamilywealth\/wp-json\/wp\/v2\/media?parent=2"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}