Independent Private Wealth Management and Advice
Holistic financial planning, investment and protection
SET UP A MEETING“Independent wealth management puts clients first in a way that large corporate institutions just can’t. Independent advisors are motivated because they’re not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms.”
Charlie Spiring, ICD.D
Founder, Chairman
Why Wellington-Altus Private Wealth?
Wellington-Altus Private Wealth was built by independent advisors to serve clients.
We’re Independent
We offer private financial advice and asset management to high net-worth individuals, families, business owners and organizations.
We’re Entrepreneurial
Rooted in entrepreneurship, we’re better business people because we’re investment advisors and vice versa. Entrepreneurism in motion benefits individuals and businesses alike.
We’re Unconstrained
Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Our advisors are free to do what’s right for every client, every time.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund (CIPF). The National Bank Correspondent Network (NBCN), a division of the National Bank of Canada, ensures safe custody of client assets, performs back-office services and provides access to trade execution, new issues, extensive research and portfolio reporting.
Forward Thinking Solutions
Our solutions are tailored to your unique situation,
to bring you peace of mind now and for the future.
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.
Advice-based Platform
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
Advice + Managed Platform
A holistic approach that combines advice from an IIROC registered portfolio manager with discretionary wealth management by advisors who meet the highest industry standards.
Platinum Private Portfolios
A forward thinking, unified managed account, with access to cutting edge technology, industry leading reporting, and world-class money managers diversified across geography, sector and investment type – all tactically managed by a dedicated professional overlay portfolio manager.
Integrated Financial Planning
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistence, stability and trust.
OUR LEADERSA Non-Institutional Private Wealth Advice Alternative
Wellington-Altus Private Wealth Advisors are entrepreneurs who value a more independent approach to investing and wealth management. It’s an approach that puts clients first.
“I love having the ability to structure conservative or aggressive portfolios without having to worry about meeting sales quotas set by a larger institution who doesn’t even know my clients.”
Paul Jelec,
Founder, Director & Senior VP