Discretionary Wealth Management, Private Wealth Management, Options, Alternative investments, Data driven tactical rebalancing, vigorous risk management, estate and legacy planning, charitable gifting, financial planning, Elderly Planning, tax planning and independent advice without the constraints of an overarching bank or insurance company. Our independence allows us to be objective and impartial. Our boutique award winning partner led firm, Wellington-Altus, allows us to be what our clients need: Independent, Entrepreneurial, & Unconstrained.
Our Locations
– White Rock
– Vancouver Creekside
– Vancouver Dunsmuir
– Gibsons
– Sechelt