Wagner Investment Management Team

Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.

Wagner Investment Management Team finds an award winning partner in Wellington-Altus

Investment Executive logo

Rated #1 investment advisory firm in Canada in 2020 and 2021

*Investment Executive Brokerage Report Card

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

Gold Winner Medal_The Avenue Living Asset Management Award for Portfolio-Discretionary Manager of the Year

Named Brokerage of the Year. Excellence Awardee for Most Innovative Use of WealthTech.

Forward-Thinking Solutions

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.


Traditional Brokerage

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.

Experience + Independence

Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

Holistic Wealth Planning Advice

The cornerstone of our practice is developing custom Asset, Income and Expense Projections. Once your
plan is put into action, we work together to ensure your plan is updated as your circumstances evolve.