We are a team of extremely dedicated wealth management professionals committed to meeting your specific financial goals. We strive to earn the respect and trust of our clients to create relationships for a lifetime.
Sternig and Klewchuk are highly respected Investment Advisors who partner with lawyers, certified professional accountants, estate experts, and trust officers and have access to industry leading research. We will construct a customized strategy that best fits your unique situation. We are committed to providing the highest quality service through managing your investment, retirement, insurance and tax requirements. We act as your own CFO, with a very personal touch.
Our Commitment to our clients – Our philosophy is focused on time and communication with each and every client. We want to ensure the many financial activities in life that concern us all are recognized and understood. Through this understanding we can provide the best solutions possible for meeting your retirement goals, minimizing taxes, financing your children’s education, and providing lifelong income from your investment.
Established and Trusted – Sternig and Klewchuk Wealth Management group are based in Cranbrook BC. The team, led by Gregory Sternig, has been building wealth for clients since 1996. Our team has created valuable relationships through exceeding client expectations and been rewarded referrals from our long-standing clients.
About our Team – All of our associates are highly accomplished, and each has their own set of strengths and skills to provide the best possible service and investment advice. We believe that the most important element of successful wealth management is trust and a collaborative relationship between client and advisor. Working together we will help you reach your goals, achieve success and realize your financial dreams!
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
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.
At Wellington-Altus Private Wealth we value an independent approach to investing, wealth management and financial advice. It is an approach that puts clients first.