TPI Wealth Management Group

Tell Us Story

The story behind the name TPI Wealth Management Group is simple – Thoughtful, Personalized and Innovative. With thoughtful consideration and well-communicated personal objectives, our wealth strategies will give you much needed comfort and peace of mind.

It all starts here. It’s a simple conversation about where you’ve been and where you’re headed. It’s an equation that fits your investments into your life, instead of your life into your investments. It’s where your story comes to life and how we help keep your wealth well protected for generations to come.

Our Clients

Our Thoughtful, Personalized and Innovative strategies are being used by successful Canadians, including:

Business Owners

We help you with day-to-day and longer term business and wealth planning.

Executives and Medical Professionals

We offer you tax-efficient ways to help protect your earnings and grow your assets.

Individuals and Families

We help you protect your wealth now and for future generations.

Wealth Process

STEP 1

Tell Us Your Story
Discover life’s goals and objectives

STEP 2

Personalized Financial Plan and Investment Portfolio
Customized Wealth Proposal

STEP 3

Follow Your Road Map
Implement Wealth Strategy

STEP 4

Seasonal Touch-points
Monitor and track progress

Our Services

When you engage with TPI Wealth Management Group, you benefit from the strength and experience of Wellington-Altus Private Wealth, a leading Canadian-based financial institution. TPI Wealth Management Group has been helping families prosper and grow for over 24 years.

TPI Wealth Management Group

Why Wellington-Altus Private Wealth?

Our company was founded to provide independent investment advice, financial planning and clear guidance for high net-worth individuals, families, business owners and institutional clients.

We value the objectivity and impartiality of being an independent firm where the best interests of our clients come first. This approach has served the firm well over many years.

We understand that today’s investor values the safety of a strong institution when entrusting their assets. National Bank Independent Network (NBIN) – a division of NBF Inc., which is an indirect, wholly owned subsidiary of the National Bank of Canada – safely ensures custody of all client assets and performs our back-office services. Committed to this business for more than 25 years, NBIN is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent portfolio managers and investment dealers.

Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). Customers’ accounts are protected by the CIPF within specified limits. A brochure describing the nature and limits of coverage is available upon request.

Holistic Wealth Advice

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.