{"id":2,"date":"2023-12-06T14:58:31","date_gmt":"2023-12-06T14:58:31","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial-new\/?page_id=2"},"modified":"2024-10-24T18:13:21","modified_gmt":"2024-10-24T18:13:21","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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Douglas Financial<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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\u2019s 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.<\/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\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<\/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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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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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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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<\/div>\n\t\t

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Holistic\u2028
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<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Douglas Financial 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\u2019s needs and goals change over time, our integrated team of investment and […]<\/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\/douglasfinancial\/wp-json\/wp\/v2\/pages\/2","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/users\/198"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/comments?post=2"}],"version-history":[{"count":3,"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/pages\/2\/revisions"}],"predecessor-version":[{"id":423,"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/pages\/2\/revisions\/423"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/douglasfinancial\/wp-json\/wp\/v2\/media?parent=2"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}