MP Wealth Advisory is a team of leading professional advisors operating under Wellington-Altus Private Wealth. We have assembled a highly skilled team of financial experts consisting of two Portfolio Managers, an Investment Advisor and support staff who focus on generating value through unparalleled wealth planning and exceptional investment management. We proudly serve clients in a number of provinces within Canada.
Our Client Tenets
We measure our performance based on our clients’ success. Whatever your situation, know that we have dealt with it before. We have the experience to know what has worked for other individuals and institutions in similar circumstances.
As a result, our client relationships are built on the following tenets:
We strive to serve as our client’s chief financial advisor. Wealth Management begins with a genuine interest in our clients and their financial objectives. It’s about empathy, understanding and adding value. Without these even the best investment advice is irrelevant.
We believe the best client is one who is fully informed. It is important to us that clients understand how their money is being invested. We pride ourselves on providing frequent communication that is in ‘common English’, recognizing that many of our clients are not investment experts. It is mutually beneficial that clients understand and have confidence in their investment approach.
Client accounts are monitored on an ongoing basis to take advantage of opportunities created by changing circumstances. We provide a safe and confident home for people and institutions who want greater control of their wealth.
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.