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.

Client wealth planning

The Morcom Wealth Management Group is proud to be part of an Award-Winning firm; Wellington-Altus Private Wealth

Investment Executive logo

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.

Best Managed Companies Logo

Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

WP 5-Star Brokerage 2023

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

WPA23 - Gold Winner Medal_The Trez Capital Award for Multi-Office Advisor Network-Brokerage of the Year

Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.

WPA23 Gold Winner Medal

Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.

Forward-Thinking Solutions

Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.

Luxury travel - couple in beach hotel
Powder skiing
Manhattan Skyline NYC
Bull and Bear on stock market prices

Holistic Wealth Advice

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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency and stability.