Our focus is on helping our clients make informed financial decisions.
The Gold Seal Financial Group focuses on one specific outcome – to give our clients peace of mind through comprehensive wealth, tax and estate planning, so they can make informed financial decisions.
The most successful relationships are built on trust, and we work very hard to earn this trust. This is at the core of the Gold Seal Financial Group and our clients feel it. They trust that we will always keep our word. The trust put in our team isn’t taken lightly, and we strive to build on it every single day.
We care. We care about your objectives and needs. Your family and friends. Your vacation plans and pets. We care about you.
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.
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.