Introducing Client Connect

We are excited to announce the rollout of our new client portal, Client Connect, and document-sharing platform, The Vault. These platforms will be made available to all clients between January and February 2025.

Client Connect: Provides a consolidated view of all accounts in your household, making it easier than ever to monitor your portfolio.

The Vault: A secure, streamlined way to upload and access all account-related documentation, ensuring your important files are always safe and within reach.

To help you get started, we’ve created a brief walkthrough video below that highlights the key features of both platforms.

Please note that our previous client portal, MyPortfolio+, will no longer be accessible as our practice fully transitions to Client Connect. If you have any questions on Client Connect or The Vault, please reach out to Sean MacKay (sean.mackay@wellington-altus.ca).

Client Connect Walkthrough

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The information contained herein has been provided for information purposes only.  The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment.  The information does not provide financial, legal, tax or investment advice.  Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances.