Specialized Wealth Management for Those Rooted in the Land
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Investors are naturally wired to be the least rational when their financial well-being is its most vulnerable. We act as behavioural investment counselors so that our clients can achieve better investment outcomes.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
We believe the advisor-client relationship is one based on trust and unbiased advice. We work with you to build a plan and an investment strategy that meets your life’s goals.
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.
We specialize in wealth management for farmers, understanding that your land is both your heritage
and your future. Our team at Wellington-Altus Private Wealth brings years of expertise to provide stable, trustworthy financial strategies tailored just for you.
Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big economic changes. Stay tuned for more details in his February #MarketInsights coming soon. #Investing
With slower economic growth, an evolving tariff situation and rising geopolitical uncertainty, many investors may be
looking at ways to take a more defensive stance in their portfolios.
As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know now, would you choose to do things differently?
Harvest Time is a collaborative effort between Fleischhacker Private Family Wealth and Tower Wealth Advisory to provide a solution to farmer clients who are looking to diversify their holdings.
Your Message, Our Priority: Reach out to us, and your inquiry will be personally attended to by Dave, Scott, and Tyler. Expect a prompt response within 24 hours.
