As an investment team, we bring a combined experience of over 25 years in the financial industry. Our passion is helping clients achieve and exceed their financial goals. We believe that a true partnership with our clients is key in reaching financial milestones and successes. We identify the characteristics of a successful partnership as: mutual understanding, respect, communication, trust, listening and sharing information that is timely and relevant. A partnership with us means you can enjoy peace of mind and freedom knowing your investments are being stewarded with the greatest care and attention. Working with us means you can focus on what is most important to you, such as your family, business or enjoying life. We are proud to be a part of Wellington-Altus Private Wealth and look forward to being part of your financial journey.