Independent Private Wealth Management

Holistic Wealth Planning, Investment and Protection

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


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.


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.


With an entrepreneurial culture, we’re better at business because we’re a firm built by advisors, for advisors. Our agile approach to technology means we always have the best platforms and solutions for our clients and advisors.

Recent Hires

Dean Dyer

Senior Investment Advisor

Wellington-Altus Private Wealth

Dennis Stewner


Executive Vice-President, Chief Operating Officer, and Chief Financial Officer*, Wellington-Altus Financial Inc.

Katie M. Shea

Advanced Wealth Planning Group Administrator

Wellington-Altus Financial

Jeff Conron

CFP®, TEP and CLU®, DMA™

Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Jennifer Hiemstra


Senior Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Larry Lovis

CFP®, B.A. Econ, B.A. Poli Sci

Senior Wealth Advisor

Wellington-Altus Private Wealth

Robert Gravina

Investment Advisor

Wellington-Altus Private Wealth

Michael Savoie

Investment Advisor

Wellington-Altus Private Wealth

Sumreet Dhaliwal

Investment Advisor

Wellington-Altus Private Wealth

Daniel Bucci

Investment Advisor

Wellington-Altus Private Wealth

Mordechai Kuhnreich


Wealth Advisor

Wellington-Altus Private Wealth

Darius Muica


Senior Wealth Advisor & Associate Portfolio Manager

Wellington-Altus Private Wealth




2023 Tax Resources

Download our 2023 tax reference cards and resources. Corporate Tax Rate Card. LIF and RLIF Minimum & Maximum Factors. Form T1135 – Foreign Income Verification

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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 has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.

An Independent Alternative
to Wealth Management

Wellington-Altus advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.