At NexGen Wealth Management, we specialize in maximizing our clients’ wealth both now and throughout their retirement, while also preparing the next generation for financial success. We provide personalized strategies that simplify financial complexities, ensuring clients can protect, build, transfer or inherit wealth effectively. Our approach combines expert advice with modern technology and investment solutions, offering a refreshing alternative to traditional banking that better meets your needs. We genuinely care about understanding your unique goals and aspirations, and together, we can create a brighter financial future for you and your family.
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.
