Discretionary trading empowers investors by granting them full control over their investment decisions.
This approach is vital because it enables investors to quickly respond to market fluctuations and capitalize on opportunities or mitigate risks in real-time.
A pension-style strategy is essential for investors seeking long-term financial security.
It prioritizes diversification, risk management, and a disciplined approach to ensure that investments generate consistent returns over the years, with lower volatility with an inclusion of market exempt products in the portfolio.
This style of investment management is advantageous for individuals leaving the workforce and utilize their investments as a source of income.
We collaborate with our clients to ensure the efficient transfer of wealth to the next generation, a critical step in preserving your legacy and ensuring your beneficiaries receive their inheritance seamlessly.
Notably, by the end of this decade, the baby boomer generation is expected to transfer approximately $1 trillion to the next generation.
Our expertise enables our clients to navigate this transfer efficiently while managing investments for the next generation’s benefit.
At Wellington-Altus, you get the best of both worlds: truly independent and objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank.
Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.
Wellington-Altus Private Wealth is a proud member of CIRO, the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces.
CIRO is committed to the protection of investors, providing efficient and consistent regulation, and building Canadians’ trust in financial regulation and the people managing their investments.
Please send us a message with any questions you may have.
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