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Our team is dedicated to providing clients with financial serenity. Your financial success is our unwavering commitment. Our philosophy is building relationships, understanding your goals and aspirations, and actively listening to your current and future needs. Backed by a team of expert individuals, we purposefully and methodically create a holistic, unique plan catered to you. This is our passion – it is why we do what we do. Your financial peace of mind is our primary responsibility, and we welcome and are grateful for the opportunity to be a part of that.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Traditional Brokerage
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.
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.
