We offer a Customized Managed Wealth experience for affluent Canadians seeking a personalized investment platform and five-star client service. With over 50 years combined experience, our team of financial professionals has an exceptional track record of delivering a disciplined investment process that adapts as clients’ wealth grows, life changes and goals evolve. Demonstrated through long-lasting, trusted relationships, we are committed to providing a client experience that puts you and your time first – so you can focus on what you enjoy most.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
See how we differentiate from a typical bank or financial planner
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.
