{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/greywolfwealth\/?page_id=6"},"modified":"2026-03-18T20:35:40","modified_gmt":"2026-03-18T20:35:40","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/greywolfwealth\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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GreyWolf Wealth Management Group<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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At GreyWolf Wealth, our clients\u2019 individual needs and goals are top priority. Industry experience, depth of knowledge, and first class service are our defining attributes. Our team of professionals are bonded by loyalty and devotion, operate under a collaborative vision and are committed to serving our clients through a holistic approach.<\/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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Forward-Thinking Solutions<\/h1>\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

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Platinum Private Portfolios<\/strong><\/p>

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\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Advice + Managed Platform<\/strong><\/p>

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\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Traditional Brokerage<\/strong><\/p>

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\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\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\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Holistic 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\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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What Our Clients Are Saying...<\/h2>\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\t\u201cSince we started investing with Wellington-Altus Private Wealth our financial plan has never been clearer and we have had peace of mind knowing that our investments are handled in a professional manner, actively responding to the market and our investment philosophy.\u201d\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tDr. S and Dr. C<\/span>Medical Professionals<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\t\u201cAfter my husband passing away in my early 40\u2019s, I was referred by a family friend to Wellington-Altus. My husband always looked over the finances, so I was very lost and overwhelmed, but the team went above and beyond helping me fill out endless forms and figuring out my financial situation.\n

\nI have been with Wellington-Altus for 3 years now and I highly recommend GreyWolf Wealth Management. The team always takes the time to explain things to me so that I understand and are always keeping in touch with me. My return on investments have done extremely well over the years, especially during these uncertain economic times. \n

\nI also would like to mention that my parents retired from their family farm 13 years ago, and after seeing how I had been taken care of, and how well my investments were doing, decided to switch and invest with Wellington-Altus as well. \n

\nBoth my parents and I have been very happy with [Jeff and his] team. We use different accountants, and both businesses have been impressed with [\u2026] how their team keeps in touch. \nI was very fortunate to be referred to [them] and encourage anyone else to call and talk to them and invest with them.\u201d \n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tLeanne<\/span>Ultrasound Tech<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\t\u201c[This] is a privilege to write this testimony for Jeffery Rask. It is easy to do because we\u2019ve known him for forty- five years. We have followed and watched him move forward confidently in his career.\n

\nNot only is Jeff a brilliant man, he has a proactive approach. He skillfully [places] our money into solid investments. One thing that has impressed us is that he can expertly explain financial information at a professional level and also a level that we can understand.\n

\nJeff has by far surpassed our expectations with finances and has made out retirement easier.\u201d\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\tDon and June<\/span>Farmer and Retired Teacher<\/span><\/cite>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
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GreyWolf Wealth Management Group At GreyWolf Wealth, our clients\u2019 individual needs and goals are top priority. Industry experience, depth of knowledge, and first class service are our defining attributes. Our team of professionals are bonded by loyalty and devotion, operate under a collaborative vision and are committed to serving our clients through a holistic approach. 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