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

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.

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.

Entrepreneurial

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

Alton Mendes

PFP®, CAFA

Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Andrew Marsh

Independent Director, Wellington-Altus Financial Inc.

Wellington-Altus Financial

Joanne Lee

Senior Investment Advisor

Wellington-Altus Private Wealth

Darren Webster​

Senior Investment Advisor

Wellington-Altus Private Wealth

Cramer Coulthart

Investment Advisor

Wellington-Altus Private Wealth

Dan Dervaitis

Senior Vice-President,
Wealth Strategy & Advisor Enablement

Steve Preece​

Investment Advisor

Wellington-Altus Private Wealth

Michele Santos

PFP®

Senior Wealth Advisor

Wellington-Altus Private Wealth

T. Ron Harper

FCSI, CIM®

Senior Investment Advisor, Associate Portfolio Manager

Wellington-Altus Private Wealth

Artur Llubani

F.PI., CIM®, CIWM

Senior Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Angela Cullen

Insurance Associate

Wellington-Altus Insurance

Michael Finkbeiner

BA, CPA, CGA, RRC, CEA

Sr. Investment Advisor

Wellington-Altus Private Wealth

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Newsroom

Market Insights Dec 2023

December Market Insights: 2024 Forecast

Ray Kurzweil, computer scientist and futurist, once said, “The past is over; the present is fleeting; we live in the future.” This sentiment echoes through our current moment as we stand on the threshold of an era defined by technological advancement, navigating a myriad of complex challenges and opportunities.

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Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated wealth management firm*, today announced the appointment of Andrew Marsh to its Board of Directors. Wellington-Altus has grown its assets under administration (AUA) to over $25 billion since its genesis in April 2017 and continues to strategically expand its advisory team to support the firm’s parabolic growth.

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2023 Fall Economic Statement

2023 Fall Economic Statement

On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements.

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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.