Our independence remains our ‘secret sauce’, allowing us to attract the best and brightest advisors and empowering them to deliver unparalleled client support.
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.
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Investment Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Higher long-term yields are changing the trade-offs between income, price sensitivity and the obligations a portfolio must support.
Bond investors are facing an unusual combination of opportunity and pressure.
Security, redundancy and domestic capacity are changing where capital is deployed, but greater spending does not guarantee stronger investment returns.
A portfolio can contain many assets and still leave an investor without sufficient capital at the moment it is needed.
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.
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Our founding team at Wellington-Altus has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Wellington-Altus advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
