Since being established in 2000, The Waterfront Group’s unique process has been thoughtfully designed with one primary focus in mind – Protect and grow wealth for affluent Canadians. Our expert and energetic group is one of the largest and fastest growing within Burlington and is headed by Dan Wynnyk and Lance McDonald, a top-performing advisory team with Wellington-Altus Private Wealth.
Our team includes analysts, a wealth advisor, a financial planner, and an estate strategist. Given the sheer breadth of our client base and assets under administration, we retain a network of lawyers, accountants, consultants, and other industry specialists that round out our team.
The team is also a regular on television and has been interviewed in as well as written for numerous publications. Having a high client retention rate, the team is one of the more accomplished in the industry and many of our clients are from the top 1% of wealthy Canadians.
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.
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.