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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

Empowering Farmers with Expert Financial Guidance

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.

Newsroom

Using Split Dollar Critical Illness Policies in Farm Corporations

“Have we all just become economic snowflakes?”
This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. It concluded that both economic and non-economic sentiment have substantially declined over the past 50 years, despite far fewer economic setbacks

Read More »

INCREASES TO THE CAPITAL GAINS INCLUSION RATE

“Have we all just become economic snowflakes?”
This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. It concluded that both economic and non-economic sentiment have substantially declined over the past 50 years, despite far fewer economic setbacks

Read More »

When Should I Incorporate My Farm?

“Have we all just become economic snowflakes?”
This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. It concluded that both economic and non-economic sentiment have substantially declined over the past 50 years, despite far fewer economic setbacks

Read More »

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.