At Stonehaven Private Counsel, we put our clients first by offering a planning-led, goals-based approach to wealth management that prioritizes risk mitigation and long-term clarity. Our custom-built portfolios combine institutional-grade solutions with dynamic strategies to help clients achieve their financial goals—whether it’s preserving lifestyle in retirement, managing cross-border assets, or transferring wealth tax-efficiently.
Independence | Information | Insight | Implementation
Forward-thinking solutions that are tailored to clients’ unique situations to bring peace of mind.
Successful investing consists of portfolio design, tactical asset allocation, advanced tax and estate planning, insurance and philanthropy.
A private counsel platform powered by leading-edge technology, with portfolios built and managed by portfolio managers who meet high industry standards.
Wellington-Altus Private Counsel portfolio managers provide an independent and agnostic approach to managing wealth. It’s an approach that puts clients first.
Many investment advisors and managers focus their efforts on outperforming a particular benchmark. While this works well in a rising market environment, it can be catastrophic to a portfolio during large market corrections, such as what transpired during the 2020 COVID-19 economic shutdown and the global economic slowdown in 2022.
Our approach is different. We follow a planning-led, goals-based methodology inspired by the practices of family offices and multi-family offices. We work closely with clients to define their unique financial goals, then craft a tailored roadmap to achieve those objectives with minimal risk. Our process provides clients with clarity and confidence in their financial future and the goals they aspire to achieve. This can include tax-minimized wealth transfers, cross-border retirement, or as simple as ensuring enough is saved to preserve a certain lifestyle during retirement. The end result is that we help clients gain greater clarity and direction regarding their long-term financial vision and the milestones they hope to reach.
Each of our investment portfolios is custom-built to align with the client’s specific goals and objectives while minimizing the associated risk. We implement multiple strategies that include a combination of our own in-house risk-managed fund, exchange-traded funds and exclusive access to world-class external managers.
Portfolio risk is managed through an overlay of diversified tactics such as dynamic asset allocation, low volatility, alternatives, passive ETFs, private debt, private equity and multi-strategy solutions that have provided downside protection during volatile times.
While our portfolios primarily consist of institutional solutions and ETFs, we also offer segregated holdings to reduce tax implications during portfolio transitions and support clients seeking high levels of customization.
We take the security of our clients’ wealth very seriously. This is why their investments are held with third-party custodians National Bank Independent Network (NBIN) and Aviso Correspondent Partners. NBIN currently serves over 400 firms with $300 billion in assets under administration. Aviso Correspondent Partners is owned by Aviso Wealth LP, a leading wealth services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management.
Many investment advisors and managers focus their efforts on outperforming a particular benchmark. While this works well in a rising market environment, it can be catastrophic to a portfolio during large market corrections, such as what transpired during the 2020 COVID-19 economic shutdown and the global economic slowdown in 2022.
Our approach is different. We follow a planning-led, goals-based methodology inspired by the practices of family offices and multi-family offices. We work closely with clients to define their unique financial goals, then craft a tailored roadmap to achieve those objectives with minimal risk. Our process provides clients with clarity and confidence in their financial future and the goals they aspire to achieve. This can include tax-minimized wealth transfers, cross-border retirement, or as simple as ensuring enough is saved to preserve a certain lifestyle during retirement. The end result is that we help clients gain greater clarity and direction regarding their long-term financial vision and the milestones they hope to reach.
Each of our investment portfolios is custom-built to align with the client’s specific goals and objectives while minimizing the associated risk. We implement multiple strategies that include a combination of our own in-house risk-managed fund, exchange-traded funds and exclusive access to world-class external managers.
Portfolio risk is managed through an overlay of diversified tactics such as dynamic asset allocation, low volatility, alternatives, passive ETFs, private debt, private equity and multi-strategy solutions that have provided downside protection during volatile times.
While our portfolios primarily consist of institutional solutions and ETFs, we also offer segregated holdings to reduce tax implications during portfolio transitions and support clients seeking high levels of customization.
We take the security of our clients’ wealth very seriously. This is why their investments are held with third-party custodians National Bank Independent Network (NBIN) and Aviso Correspondent Partners. NBIN currently serves over 400 firms with $300 billion in assets under administration. Aviso Correspondent Partners is owned by Aviso Wealth LP, a leading wealth services provider for the Canadian financial industry, with over $125 billion in total assets under administration and management.
The portfolio management team at Wellington-Altus Private Counsel Inc., operating as Stonehaven Private Counsel aggregates over 250 years of industry knowledge and experience. Team members are often approached to participate and/or moderate specialist panels at exclusive industry conferences and events, where we are asked to share our insights and experience on a variety of topics related to Wealth Management for affluent families.
In addition, members of the team have also been asked to contribute to many books, industry papers, articles and reports over the years ensuring that Wellington-Altus Private Counsel Inc., operating as Stonehaven Private Counsel is a catalyst in the power of financial education. Wellington-Altus is regularly featured in the media for views on the markets, investment strategies, risk-management and general investor education.
Wellington-Altus Private Counsel Inc. is a portfolio management and investment fund management firm and member of the Wellington-Altus Financial Inc. group of companies (Wellington-Altus). Wellington-Altus also includes Wellington-Altus Private Wealth Inc., which is the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, portfolio managers, and their high-net-worth clients.
Our Private Wealth Counsel provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, strategic asset allocation, a fiduciary, advanced tax and estate planning, insurance, philanthropy, and centralized reporting.
As a client, we work with you to instill confidence that your wealth will last for your lifetime and beyond—whether that be here in Canada or abroad.
*Investment Executive 2025 Brokerage Report Card.
