{"id":6,"date":"2019-07-02T14:01:40","date_gmt":"2019-07-02T14:01:40","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/?page_id=6"},"modified":"2025-02-15T15:44:46","modified_gmt":"2025-02-15T15:44:46","slug":"home","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/","title":{"rendered":"Home"},"content":{"rendered":"\t\t
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Searle Wealth Management<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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My mission is to provide families of clients with the financial clarity to reduce their financial worries and empower them to become confident about their financial futures and legacies. I leverage my 27 years of proven process, planning and best-in-class people to deliver holistic, tax-smart solutions.<\/p>

I welcome individuals and families with a minimum of $2 million in investable assets.<\/p>

Tax-Smart Areas of Focus
\u2022 Tax and Retirement Planning
\u2022 Differentiated Low Volatility Portfolios
\u2022 Intergenerational Wealth Transfer<\/p>

My uncompromising values since 1992
\u2022 Professionalism: Competency, accountability, transparency, and high emotional IQ.
\u2022 Respect for the individual: Young, old, successful, or less fortunate. Treat others how you would like to be treated.
\u2022 Solution-orientation: A positive solution-oriented outlook in addressing all challenges allows us to make more effective decisions.
\u2022 Quality of life: For our clients, our kids, and future generations.<\/p>

Non-Financial Areas of Focus
“Wealth is the ability to fully experience life.” \u2014 H. D. Thoreau
\u2022 Physical Wellness
\u2022 Senior Wellness
\u2022 Family Wellness<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Forward-Thinking Solutions<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Platinum Private Portfolios<\/strong><\/p>

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Advice + Managed Platform<\/strong><\/p>

A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Traditional Brokerage<\/strong><\/p>

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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Experience + Independence<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\tOur founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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Holistic Wealth Advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It\u2019s an approach that puts clients first.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Searle Wealth Management My mission is to provide families of clients with the financial clarity to reduce their financial worries and empower them to become confident about their financial futures and legacies. I leverage my 27 years of proven process, planning and best-in-class people to deliver holistic, tax-smart solutions. I welcome individuals and families with […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-6","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/pages\/6","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/comments?post=6"}],"version-history":[{"count":6,"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/pages\/6\/revisions"}],"predecessor-version":[{"id":399,"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/pages\/6\/revisions\/399"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/searlewealthmanagement\/wp-json\/wp\/v2\/media?parent=6"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}