The Morcom Wealth Management Group is an experienced, dedicated, and passionate team of professionals that have been serving the wealth management needs of families for over 20 years.
Our unique approach ensures that we put you in the centre of everything we do. We listen, organize, integrate, and manage all aspects of your wealth to bring confidence and peace of mind to the select group of families we serve.
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.
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 and stability.
