Investment Management

As hands-on portfolio managers, we focus on adding value through nimble, data-driven risk management. Our in-house approach maintains full control over investments, enabling quick action on opportunities and risk mitigation. Unlike advisors who outsource, we actively manage your portfolio—providing a tailored strategy while eliminating extra fees. Your investments are directly overseen by the team committed to your success.

Nimble

“Small, responsive, and dedicated to your success.”

Our size is our advantage. Being a boutique firm allows us to move quickly in markets, making real-time adjustments to your portfolio when opportunities arise, or risks appear. This agility gives you a unique advantage, as you’re working directly with the decision-makers. Our clients enjoy personalized attention and the confidence that comes with having direct access to the people managing their investments. It’s a relationship built on trust, tailored specifically for you.

Systematic

“Data-driven strategies for consistent, reliable outcomes.”

We rely on a systematic, algorithm-driven process to manage your portfolio. This approach uses cutting-edge technology and data analytics to remove emotional decision-making, striving to deliver more consistent results. With insights from advanced models, we can anticipate market trends and act with precision, giving you the confidence that your investments are guided by solid, reliable analysis.

Tactical

“Focused on protecting your wealth while capturing growth.”

Being tactical means we actively manage your portfolio, adjusting your investments based on real-time market conditions. Our goal is to protect your assets while identifying opportunities for growth. We don’t leave your portfolio on autopilot—instead, we employ strategic adjustments to mitigate risks and position you for success in any market environment.

Insights & Case Studies

The Patels: A Bright Future for a Young Family

When the Patel family*—a high-achieving couple in their early 40s—relocated to Canada a few years ago, they knew they needed expert guidance to navigate their new financial landscape.

Asset Management at Evans Family Wealth

Protect, Grow, and Adapt in Real Time.

Why Your Financial Plan is Just the Beginning

Are you looking for a financial advisor in Ottawa who provides personalized guidance through the complexities of financial planning, retirement, or major life changes?

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.