Why Wellington-Altus Private Wealth?
Wellington-Altus Private Wealth was built by experienced independent advisors to better serve clients through a holistic approach to financial planning, investment and protection.
Every client is unique and that’s why they come first. Not sales, not targets and not profitability minimums could take their place"
Founder, President & Chief Operating Officer
Our company was originally founded in 1996 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. The National Bank Independent Network (NBIN), a division of the National Bank of Canada, safely ensures custody of all client assets and performs our back-office services. NBIN also provides access to trade execution, new issues, extensive research and client reporting.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.