Wellington-Altus Private Wealth
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Second Opinion Service

NO FEE • NO STRESS • NO OBLIGATION

 Initial Discussion

1 Hour
We discuss your current situation, what makes you happy or unhappy about your investments and what you would like to focus on to get the best outcome.

 Performance Review

Turn Around Within a Week
We review your performance in the context of your overall plan. We check the track record and assess the likelihood of achieving your desired goals. In this step we evaluate risk, existing asset allocation, fees and cashflow.

 Deliver Second Opinion

1 Hour

We inform you if your current plan is on track and if you will achieve your goals. If minor adjustments should be made we will make a recommendation; if there are significant problems we will offer our services.
Wellington-Altus Private Wealth

The Stuchberry Group is a personal portfolio management platform for affluent Canadians with an exceptional track record. We pride ourselves on our investment performance over a nearly two-decade time frame, and providing five-star service so you can focus on what you enjoy most.

  • 150 King Street West
    Suite 1501 - P.O Box 60
    Toronto, ON
    M5H 1J9
  • Toll-Free: 888.585.1962

Get In Touch With Us

Please send us a message with any questions you may have.
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