The Steers Investment Advisory Group is a collaborative team of experienced professionals dedicated to delivering disciplined portfolio management and an exceptional client experience. With complementary strengths across investment analysis, portfolio construction, trading, and client service, the team brings a balanced blend of strategic insight and operational excellence to every relationship.
Grounded in a value‑driven investment philosophy, the team focuses on building sustainable, long‑term financial futures through thoughtful planning and active management. Clients benefit from clear communication, meticulous attention to detail, and a commitment to ensuring their financial strategies remain aligned with their goals.
Together, the team provides a comprehensive wealth management experience built on integrity, expertise, and a shared dedication to helping clients achieve lasting financial success.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
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.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
