At our core, we believe wealth is more than just numbers – it’s about clarity, confidence, and peace of mind. Since 1988, we’ve partnered with professionals, business owners, and families across Vancouver to help them navigate life’s financial decisions with purpose and perspective.
As a full-service wealth management firm, we provide personalized advice in investment strategy, insurance, and financial planning. But more importantly, we listen. Every plan we build is a reflection of what truly matters to the client behind it – their goals, values, and vision for the future.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
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.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
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.
