Peter and Glenn designed a wealth management group focused on providing client-centric expertise. Combining their complementary experience in law and accounting, they provide investment counsel with integrity and to the highest professional standards.
Twenty-six years later, the team and its roster of clients have grown, while the founding philosophy remains unchanged.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
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.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
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.