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.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
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.
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 and stability.