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

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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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Back to Basics: Portfolio Composition Asset Allocation & Portfolio Risk

Recent market volatility is a reminder that equity markets are inherently cyclical by nature. At the start of the year, the Wall Street Journal profiled investors who used leverage alongside an investment thesis of “buy and hope”— a fortuitous approach during bull market times — only to experience an awakening once markets changed their course.1 Many of these investors had never experienced a bear market and were convinced that the good times would continue indefinitely.

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Estate Planning Objectives: Eight Questions to Ask

Estate planning is an important consideration for every investor’s wealth plan. We often talk about the importance of the mechanics of the estate plan, such as the use of wills, power of attorney, insurance, trusts and ownership of assets. These are fundamental in helping to protect, manage and distribute assets both during your lifetime and after you are gone. However, before putting these in place, an important first step is to establish your estate planning objectives.

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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.