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.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
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.
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.
Ever wondered how much it costs to raise a child? In Canada, estimates suggest it will set parents back an average of $293,000 from birth to age 17. In the U.S., that figure may be even higher, estimated at roughly US$303,418, even after tax credits.
Lewis Carroll’s Through the Looking-Glass imagined a world in which familiar rules ran in reverse. This problem is now increasingly confronting Wall Street—not only in how it reads monetary policy, but in how it reads the equity market itself.
Beneficiary designations matter more than many people realize. Every so often, we hear about situations where an outdated beneficiary designation overrides instructions in a will; for example, when a registered account names a former spouse, resulting in assets being paid directly to that individual regardless of the current will.
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.
