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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.
Rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.
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.
