Our Services

Retirement Planning
Financial Planning
Insurance and Annuities
Banking Solutions
Portfolio Management
Estate Management
Tax Planning

Insurance Planning

Insurance is a crucial component of comprehensive estate planning, providing financial security for beneficiaries and helping to manage estate taxes and other expenses.

All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.

Our Approach

Review existing insurance policies and employee benefits coverage.
Identify potential financial obligations such as estate taxes, debts, funeral costs, and income replacement for dependents.
Evaluate your overall financial situation, including assets and liabilities.
Determine appropriate type of life insurance coverage.
Calculate the necessary coverage amounts to cover taxes, debts and provide for dependents.

Due Diligence Process

Our approach to evaluating an investment opportunity involves a thorough analysis of various factors to ensure informed decision-making and risk mitigation:

Initial screening: Assess investment suitability within our overall strategy and criteria.
Detailed financial analysis: Assess the financial health of the company, mutual fund, or exchange-traded fund (ETF).
Business and operations review: Understand the business model, operations, and competitive positioning.
Market analysis: Evaluate market dynamics and potential growth opportunities.
Compliance review: Identify any potential legal or compliance risks.
Risk analysis: Identifying potential risks associated with the investment.
Valuation: Determine the fair value of the investment.
Final decision
Post monitoring of the investment: Ensure and establish key performance metrics.

Our Services

Insurance Planning

Our Approach

Due Diligence Process

Get in touch with us