Wickham Investment Counsel portfolio managers provide an independent, agnostic approach to managing wealth which reflects our clients’ personal, financial objectives, goals and individual priorities. Customized portfolio plans are established to meet unique and individual client needs. We believe that this is best accomplished when the client communicates directly with their portfolio manager making the investment decisions. We attempt to achieve these objectives while taking as little risk as possible.
Client accounts can vary in complexity, and we use a range of strategies to minimize tax implications of transitioning an existing portfolio, which can also benefit those seeking a high level of customization. As our client, we will work with you to instill confidence that your wealth will last for your lifetime and beyond.
Many investment advisors and managers focus their efforts on outperforming a particular benchmark. Our belief is that the foundation of sound investment management lies in astute and timely security selection, disciplined implementation of an appropriate asset mix, and diligent monitoring of capital market conditions. We have access to a broad range of external research but maintain a healthy skepticism of consensus opinion and conventional wisdom. We also use our own proprietary research methods. With no sales quotas, we strive to minimize any possible conflicts of interests.
We question the idea that the market is completely efficient and believe that it is possible to capitalize on market inefficiencies to achieve superior risk-adjusted returns. We identify value stocks using a variety of quantitative screenswith an initial focus on free cash flow yield and growth. On the fixed income side, we actively manage the term structure and quality of bonds to add value. Risk and volatility are reduced by the careful selection of securities, continuous monitoring of the portfolio, and an understanding of where we are in the business cycle. To further minimize risk, portfolios are diversified across asset classes, geographic regions, industry sectors, and issuers, according to the risk and return expectations of the manager.
We take the security of our clients’ wealth very seriously. This is why their investments are held with a third-party custodian such as National Bank Independent Network (NBIN) or Fidelity Clearing Canada ULC (Fidelity Clearing). Fidelity Clearing is a subsidiary of U.S.-based Fidelity Investments, a privately held firm with more than $15 trillion in assets under administration. NBIN currently serves over 400 firms with $300 billion in assets under administration.
Customized service to high-net-worth private clients, endowments, trusts, foundations, charities and institutional firms.
Portfolio design, tactical asset allocation, advanced tax and estate planning, risk management and philanthropy.
A private counsel platform powered by leading-edge technology, with portfolios built and managed by portfolio managers who meet high industry standards.
Forward thinking solutions that are tailored to clients’ unique situations to bring peace of mind.
Wellington-Altus Private Counsel Inc. is a portfolio management and investment fund management firm and member of the Wellington-Altus Financial Inc. group of companies (Wellington-Altus). Wellington-Altus also includes Wellington-Altus Private Wealth Inc., which is the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, portfolio managers, and their high-net-worth clients.
Our Private Wealth Counsel provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, strategic asset allocation, a fiduciary, advanced tax and estate planning, insurance, philanthropy, and centralized reporting.
As a client, we work with you to instill confidence that your wealth will last for your lifetime and beyond—whether that be here in Canada or abroad.
*Investment Executive 2025 Brokerage Report Card.
Wellington-Altus Private Counsel is registered as a Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Northwest Territories, Nunavet, Ontario, PEI, Quebec, Saskatchewan, Yukon and an Investment Fund Manager in Alberta, Manitoba, Ontario, and Quebec
