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Independent Private Wealth Management

Holistic Wealth Planning, Investment and Protection

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Our independence remains our ‘secret sauce’, allowing us to attract the best and brightest advisors and empowering them to deliver unparalleled client support.

Charlie Spiring, O.M, ICD.D
Founder & Chair, Wellington-Altus Financial Inc.
Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.
Charlie Spiring standing in a suit and tie.

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

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Steve Dutton

Director, Kelso & Company Representative
Wellington-Altus Financial Inc.

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Bill Frayer

Director, Kelso & Company Representative
Wellington-Altus Financial Inc.

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Sandy Kosak

MBA, CFP®, CIM®

Senior Wealth Advisor

Wellington-Altus Private Wealth

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Michael Middleton

B.COMM, CFP®, CIM®

Senior Wealth Advisor

Wellington-Altus Private Wealth

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Angela Garant

RIS

Wealth Advisor

Wellington-Altus Private Wealth

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Sean Pugliese

B. Comm (Hons), CFA®

Senior Portfolio Manager

Wellington-Altus Private Counsel

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Vlad Pavaloiu

MBA, CFA®

Portfolio Manager

Wellington-Altus Private Counsel

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Jeff Pocock

Jeff Pocock

B.Ed., MBA, CFP®, CIM®

Associate Portfolio Manager

Wellington-Altus Private Counsel

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Alton Mendes

Senior Wealth Planner

Wellington-Altus Financial

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Mohammed Abas

Mohammed Abas

CPA, CBV, CIM

Head of Advisor Strategy

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Aaron Stock

Regional Manager, Manitoba & Saskatchewan

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Allan Meyer​

BA, CFA®

Senior Portfolio Manager

Wellington-Altus Private Counsel

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Newsroom

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Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management to Launch International Active Equities MiBLOX

Independent Advisor Solutions (“iAS”) today announced an expansion of its strategic partnership with Goldman Sachs Asset Management (“GSAM”) with the launch of International Active Equities, an institutional-grade international equity strategy available exclusively to Canadian advisors through iAS. The strategy strengthens the MiBLOX platform, which provides purpose-built, manager-designed building blocks for modern portfolio construction.

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January 19, 2026

January Market Insights: The 2026 Market Forecast

History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn. The foundation for the 2026 investment thesis is that with interest payments on U.S. debt now exceeding annual defense spending, the fiscal constraint has become too binding to ignore, and structural adjustment is no longer optional. We have no choice but to adjust; the system is in a state of flux.

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January 6, 2026
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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.

Meet our leaders

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.

Find Out What Makes Us Different