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Cultivating Your Financial Growth

 Specialized Wealth Management for Those Rooted in the Land 

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Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

The Behaviour Gap

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.

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.

 

Client-Advisor Relationship

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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Advice

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.

Meet The Team

Dave-Cooper

Dave Cooper

CFP®, CIM®

Portfolio Manager

Scott Fleischhacker

Scott Fleischhacker

PFP®

Senior Investment Advisor

Tyler Cockbain

CFP®, CIM®

Portfolio Manager

Newsroom

GREENSPAN’S GAME OF THRONES: Navigating the Monsters and Bubbles of Today’s Transformative Economy

We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a “Fourth Turning”—a period of intense demographic, technological, and structural change that recurs approximately every 80 years.

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Looking Forward: Growth Will Continue

As the economy begins to show signs of slowing, we may need a reminder to focus on the positives. Today, it appears that interest rates are steadying, and inflation is being kept under the watchful eyes of the central banks. It’s also worth mentioning that many underlying factors continue to support future growth. Here are three anticipated drivers of growth:

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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.