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Independent Private Wealth Management
Holistic Wealth Planning, Investment and Protection
Wellington-Altus Private Wealth was built by independent advisors to serve clients with wealth management, financial planning, and to provide support of philanthropic activities, including charitable gifting. Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.
Through our hands-on approach to expert private wealth management, our team provides exceptional guidance and support throughout British Columbia. From Gibsons, to White Rock, to Kelowna, we are ready and willing to help any independent advisor or client seeking our services.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
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.
We conquer challenges with our clients by getting to the root of their concerns and offering our expert advice and solutions to adapt necessary financial obligations.
Our management of private wealth and financial planning are actively monitored through our professional platforms and advisory systems to ensure we do not miss any alternative solutions for our clients.
We enjoy working with clients who appreciate sound, independent advice tailored to the unique stages in their lives.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). The privacy and integrity of our clients is something that Wellington-Altus aims to protect at all costs.
We are operative as Shipton Duric & Associates and actively strive to help people change their lives by alleviating their financial stress. Our Senior Portfolio Managers, Paul Shipton and Omar Duric, are committed to delivering unparalleled client experiences to every individual they serve.
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Our Locations
– White Rock
– Vancouver
– Gibsons
– Sechelt
