The Osachoff Wealth Advisory Group is a disciplined, effective, and conscientious group with over 45 years of combined wealth and investment management experience. We provide comprehensive financial planning to wealthy families. Through an in-depth discussion and then a collaborative analysis with experts, we explore your unique circumstances and provide you with solutions to build wealth, protect your lifestyle, and leave a lasting legacy. We’re here to help with all your financial priorities at every stage of your life.
"Tony has been my personal financial advisor for close to 30 years. I met him at a time of a family tragedy, when I didn’t even know what I needed. Since then, he and his team have been with me through all of life’s stages. My husband and I are now at the grandparent stage and very close to retirement. Tony has guided us to our financial goal of a secure and enjoyable retirement – he understands us! He is knowledgeable, professional, personable, and non-judgemental all at the same time. He and his team have always been easy to reach and wonderful to deal with. I would recommend Tony to anyone looking for a trustworthy financial advisor."
Jane B.
June 11, 2024
"For over 30 years, I've trusted Tony Osachoff and his team with our family's investments. Their expertise and dedication have consistently impressed me and everyone I've recommended to him. Tony's approach is personalized and comprehensive, ensuring every decision is in your best interests. I am confident you will be satisfied with his team's level of service and expertise."
Larry N.
June 10, 2024
"My wife Ann and I are currently retired business owners. Through business, it became important for us to find an Investment Advisor attuned to our investment needs, our personal goals, and our family member’s needs and goals. Previously we went through five investment advisors at a couple of different investment firms – some with mediocre results, some saw to the reduction of our investments, some would accept no suggestions or directions from us, all appeared only interested in what income it generated for them, and all exhibited zero interest in what our investment goals and plans for our future were.
Better than 10 years ago – we were introduced to Tony Osachoff, and we immediately had a good feeling about Tony and his team and engaged them as our investment advisor. We have never looked back and have since followed Tony and the Osachoff Wealth Advisory Group as they moved to Wellington-Altus. It is our opinion that their move to Wellington-Altus was a well-thought out, intelligent move and we have experienced better financial performance since the Osachoff Wealth Advisory Group completed their move.
Why did we decide to stay with the Osachoff Wealth Advisory Group? Tony and team meet with us at minimum twice yearly – at our home - and whenever requested. They are very personable, responsive, do not rush any interactions. Tony reviews our portfolio in detail with us; educates us as to his investment strategies and ensures it aligns with our ongoing needs; his decisions as to why he has purchased or disposed of some or all shares; and where he sees the market going.
An important part of this review is that Tony wants to understand our upcoming monetary needs such as – monies for living, travel, renovations, families, and major purchases contemplated. This then allows Tony and his team to plan and provide required funds if and when needed.
If you are considering a change of investment adviser or looking for your first advisor – my wife and I strongly recommend you interview Tony and the Osachoff Wealth Advisory Group at Wellington-Altus. This team has done a wonderful job of managing and growing our investment account. What is most important is not so much the Investment Company but your Investment Advisor. You will not be disappointed with the Osachoff Wealth Advisory Group."
Ross & Ann M.
June 5, 2024
"We have worked with Tony Osachoff for the past 18 years and are encouraging our adult children to seek his advice in building their financial portfolios. Tony looks at the big picture of our family, activities, assets, and goals to maintain our lifestyle, when considering our investments. He clearly explains his reasoning for making investments, regularly updates us and responds quickly to our inquiries. We are very pleased with Tony and his team taking care of our investment and wealth portfolio."
John and Sherry F.
May 29, 2024
"Our family met Tony Osachoff 20 years ago when we had just moved to North Vancouver and started our own business. We were in our 40’s and looking for someone to take care and manage our savings. Tony and his team have been incredible from the beginning! Tony takes the time to get know what your goals and realities are and makes sure that he is in alignment with them. Tony and his team are very effective communicators in setting up meetings or transferring funds or talking to our accountants. As our portfolio has grown significantly after selling our company, his due diligence and work ethic have continued our confidence in allowing him to grow and manage our funds. We would highly recommend Tony and his team to anyone looking for a solid, intelligent investment manager that sees you like family."
Kelly and Catherine G.
April 8, 2024
"Tony has managed our portfolio since 2006. During the last 18 years, Tony's expertise enabled us to wisely invest in our future, with us now reaping the benefits as we enjoy the retirement lifestyle we've aspired to. In addition, the level of expertise and service provided by Tony, Tiffany and Sarah has always been timely, professional, balanced & transparent. Finally, Tony's philosophy of investing versus speculating, has enabled us to sleep well at night knowing we can fully trust The Osachoff Wealth Advisory Group to keep our portfolio healthy and our financial future safe."
Brenda S. & Dave B.
March 24, 2024
“Tony does his research and takes the time to explain the pros and cons of any investment. I have no hesitation in recommending both him and his team.”
Ken W.
June 25, 2024
“Not only would I recommend Tony, I do recommend him. He hears what you have to say, acts on it, and keeps in touch. And he’s done a great job for us.”
Bernie and Flora P.
June 25, 2024
“Tony has added much needed professional organization to our investments. Our investments are now better diversified and performing well as we both near retirement. We find Tony available, reliable and honest. He and his team have adapted to an ever-changing investment climate to maximize the safety and performance of our portfolio entrusted to their care . Thank you!”
Wayne & Lorraine L.
July 7, 2024
Forward-Thinking Solutions
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Discretionary Asset Management
An exclusive, holistic approach that provides you with access to customized portfolio solutions, a wide range of investment options, and personalized tax management strategies.
Experience + Independence
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
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.
