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We are proud of our ability to adapt to changes in the financial world. Our strength is built on two pillars: the range of our credentials and our more than 80 years of combined and varied experience. Our extensive backgrounds in banking, investments, financial planning, and insurance, as well as our strategic partnerships with top Canadian and U.S. tax and estate planning professionals ensure that we create clear and successful strategies for our clients.
The days of one advisor doing everything are behind us. Because we’re a team, not solo advisors, you’re always covered. No matter what you need, or when, we’re there for you.
Your Lions Gate Private Wealth Counsel team has one objective: To reduce your financial worries so you can achieve financial security for you and your loved ones now, and for generations to come.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
We use a process called myGateway FORMula to help our clients achieve financial success
Providing you with integrated solutions
Investments managed with your goals in mind
Clear and concise communications and straightforward, simplified plans.
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.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
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.
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 founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
