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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

FACTORS IMPACTING THE CPP TIMING DECISION: More Perspectives on When To Start CPP Benefits

In estate planning, many of us tend to focus on assets with tangible value, such as investments and real estate. Yet, frequently disregarded are many digital assets due to their perceived lack of monetary value. However, a Wall Street Journal article reminds us that these assets may possess substantial sentimental value, and overlooking their transfer can have distressing outcomes. For instance, one widow was unable to retrieve thousands of photos stored on her partner’s cloud account. Another wasn’t able to access her late husband’s Facebook profile.

Read More »

Your Digital Footprint: Don’t Overlook Its Value

In estate planning, many of us tend to focus on assets with tangible value, such as investments and real estate. Yet, frequently disregarded are many digital assets due to their perceived lack of monetary value. However, a Wall Street Journal article reminds us that these assets may possess substantial sentimental value, and overlooking their transfer can have distressing outcomes. For instance, one widow was unable to retrieve thousands of photos stored on her partner’s cloud account. Another wasn’t able to access her late husband’s Facebook profile.

Read More »

Unlocking High Net-Worth Financial Solutions with National Bank’s Private Banking 1859

Discover the exclusive world of National Bank’s Private Banking 1859. In this episode of Small Convos, we dive into the services and benefits of private banking, tailored for high net-worth individuals. Learn from Senior Private Banker Jubril Adesina about the red carpet service, custom solutions, and who qualifies for these exceptional financial services. Don’t miss out on expert insights into sophisticated planning, banking, and credit needs. Subscribe for more in-depth discussions on business, money, and lifestyle.

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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.