Are You Getting the Best Wealth Management?
Are you confident your wealth is being managed with your best interests at heart? In today’s world, many investors find themselves working with institutions more focused on sales quotas than on delivering personalized solutions. This cookie-cutter approach can leave your wealth vulnerable, with investment strategies designed to serve corporate goals rather than your financial future.
At Wellington-Altus Private Wealth, we understand the frustrations that come with navigating a financial system that often prioritizes products over people. We offer something different—independent, personalized advice tailored to your unique needs.
Why Wellington-Altus Stands Apart
Wellington-Altus Private Wealth is not your typical wealth management firm. As Canada’s top-rated independent investment dealer*, we are built by experienced advisors who put clients first—free from corporate sales pressures. This independence allows us to deliver objective advice, ensuring that your wealth management strategy is always centered around your goals, not a company’s bottom line.
We combine the agility of a boutique firm with the security of big-bank backing. Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.
Our clients benefit from the freedom of independent advice, with the security of trusted custodians.
Why Independence Matters to You
Here’s why our independence makes a difference to you:
- Unbiased, Personalized Advice: Unlike big banks that push their own products, Wellington-Altus Private Wealth advisors have the freedom to choose only what’s best for you. We are not tied to corporate goals or proprietary products, meaning we provide customized investment strategies designed to protect and grow your wealth.
- No Sales Quotas: The absence of sales targets means you receive truly unbiased recommendations. This independence gives us the flexibility to respond to market changes in real time, ensuring that your investments are always aligned with your goals.
Are you receiving advice based on your needs, or your advisor’s sales targets?
A Proven Track Record: Security & Stability
When it comes to managing wealth, security matters. At Wellington-Altus Private Wealth, we give you the peace of mind that comes from knowing your assets are safely held by some of the world’s most reputable custodians. With National Bank Independent Network (NBIN) safeguarding your investments, you can trust that your wealth is secure.
But it’s not just about safety—it’s about service. We’ve been recognized as one of Canada’s Best Managed Companies since 2021 and were named Brokerage of the Year for our commitment to advisor and client excellence. Our awards.
Independent advice with big-bank security—that’s the best of both worlds.
What Sets Us Apart: An Experience Built for You
Ottawa investors need more than cookie-cutter solutions. Evans Family Wealth offers:
- Top-Rated Client Experience: We have access to cutting-edge technology and platforms, providing seamless remote access and customized investment solutions. Whether you’re at home or on the go, we ensure you always have the tools and information you need to stay connected to your wealth.
- Specialized Service: From discretionary portfolio management to advanced tax and estate planning, we have the expertise and flexibility to meet the complex needs of high-net-worth investors.
We believe in giving you the tools and service to make informed decisions, no matter where you are.
A Wealth Management Business You Can Trust
Choosing the right wealth management business can make or break your financial future. With Wellington-Altus Private Wealth, you gain more than just a wealth manager—you gain a trusted guide who is committed to walking alongside you every step of the way. Our independence, agility, and client-first approach ensure that your financial strategy is tailored specifically for your life, your goals, and your peace of mind.
You deserve wealth management that’s built around you. Contact us today to experience what truly independent advice can do for your financial future.
Why Wellington-Altus?
- Independent Advice: We provide personalized strategies without corporate constraints.
- Security: Your assets are held by trusted custodians like NBIN.
- Proven Excellence: Recognized as one of Canada’s Best Managed Companies and top-rated investment dealer*.
- Client-First Approach: Our focus is on your needs, not corporate sales targets.
- Ottawa’s Best: Serving high-net-worth investors with customized, agile wealth management solutions.
*Investment Executive 2024 Brokerage Report Card.
