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.

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Keep it simple.  Make it personal. Have fun.

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Todd Degelman | Vice-Chairman & Founder, Senior Investment Advisor

Our Story

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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.

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Paul Jelec
Founder, Director & Senior VP

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. Committed to this business for more than 25 years, National Bank Independent Network is one of Canada’s leading providers of custodial, trading, clearing, settlement and record keeping services to independent registered portfolio managers and introducing brokers through innovative product development, expert client care and leading technology. National Bank Independent Network is a division of National Bank Financial Inc., and is also a registered trademark of National Bank of Canada and a wholly owned subsidiary of National Bank of Canada, which is a public company listed on Canadian stock exchanges. National Bank Financial Inc. is a Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada (IIROC).

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.

 



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