Independent Private Wealth Management

Holistic Wealth Planning, Investment and Protection

SET UP A MEETING
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Independent wealth management puts clients first in a way that large corporate institutions just can’t. Independent investors 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

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We offer financial advice and asset management to high net-worth individuals, families, business owners and organizations.
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Why
Wellington-Altus Private Wealth?

Wellington-Altus Private Wealth was built by independent advisors to serve clients.

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We’re Independent

Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.

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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.

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We’re Entrepreneurial

Rooted in entrepreneurship, we’re better at business because we’re investment advisors and vice versa. Entrepreneurism in motion benefits individuals and businesses alike.

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Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund (CIPF). The National Bank Independent Network (NBIN), 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 a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.

Platinum Private Portfolios

A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.


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.
OUR LEADERS
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A Non-Institutional Holistic Wealth Advice Alternative

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.

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I love having the ability to structure conservative or aggressive portfolios without having to worry about meeting sales quotas.



- Paul J. Jelec
Founder, Director and Senior VP