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Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges.
Drawing from tremendous depth of experience, we work with our clients to develop and implement a personalized wealth management strategy designed to help them achieve their financial and life goals.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Recognized as the top-rated* investment dealer in Canada in the 2024 Investment Executive Brokerage Report Card. Received top ratings in categories like products & support for high-net-worth clients, client onboarding tools and leadership team.
*Investment Executive 2024 Brokerage Report Card
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
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.
Our team capitalizes on the power of a total financial solution, maximizing opportunities while managing potential challenges.
Drawing from tremendous depth of experience, we work with our clients to develop and implement a personalized wealth management strategy designed to help them achieve their financial and life goals.
