The Waterfront Group

Contact Us

Contact us today to arrange a confidential, no obligation review of your investment portfolio and financial plan.

Here’s what you’ll get:

  • A market correction stress test on existing holdings
  • Breakdown of current investment/management fees
  • A tax efficiency analysis
  • Future tax liability discovery
  • Review of your existing written financial plan
  • Last and not least, we’ll tailor a customized proposal based on your financial goals
  • 3455 North Service Rd., Suite 300
    Burlington, ON
    L7N 3G2
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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts, and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax, or investment advice for which it can be sought independently aside from herein. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change, which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances. All insurance products and services are offered by life insurance licensed advisors of Wellington-Altus Insurance Inc. or other insurance companies separate from WAPW. WAPW is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). Wellington-Altus Insurance (WAII) is not a member of CIPF or IIROC however is an insurance company licensed under applicable provincial insurance legislation. WAPW is not licensed to provide any insurance services or advice, does not provide any such services or advice, and has no beneficial interest in WAII or its insurance business. Both WAII and WAPW operate as two separate entities. While you are not under any obligation to purchase insurance products, if you choose to do so, then these are provided by WAII and not WAPW, which would include all related full disclosures including and/or any conflicts of interest. WAPW is not licensed to provide tax services or advice, does not provide any such services or advice, and has no beneficial interest in the tax services business.

2021, Wellington-Altus Private Wealth Inc.

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