Douglas Financial is a full-service financial planning team serving over 2000 clients across 7 provinces. Since 1982, our breadth of expertise has expanded beyond insurance and strategic investing, to include retirement, estate, and hands-on tax planning and preparation. As your family’s needs and goals change over time, our integrated team of investment and wealth professionals has the insight and independence to deliver an unparalleled client experience that will always put you first.
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.
