The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. Individual account performance may differ materially from the representative performance history in this video, due to factors including but not limited to an account’s size, the length of time the strategy has been held, the timing and amount of deposits and withdrawals, the timing and amount of dividends and other income, trade execution timing and pricing, foreign exchange rates, and fees and other costs. This is not an official statement from Wellington-Altus Private Wealth (“WAPW”). WAPW cannot verify the accuracy of these performance numbers. Please refer to your official WAPW statement for your specific performance numbers.
EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. FEBRUARY 2025 MARKET UPDATE
We are starting to roll out access to our new client portal. Our goal is to get everyone on the new portal by the end of the month. Expect an email from us in the coming weeks with your access information. As many of you know, this is an initiative we’ve been personally involved in since joining Wellington-Altus, so we’re quite excited that it’s finally here.
