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, ICD.D
Founder, Chairman
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

Patti Dolan

CFP®, FCSI®, CIM®, RIAC

Senior Wealth Advisor, Portfolio Manager

Mark Bishop

CIM®, CFP®, BA

Vice-President, Senior Investment Advisor & Portfolio Manager

Ivan Lee

CFP®, B. Comm.

Vice-President, Senior Wealth Advisor

Scott Fleischhacker

PFP®

Senior Vice-President, Senior Wealth Advisor

Nick Steele

CFP®, CIM®

Vice-President, Senior Investment Advisor & Portfolio Manager

Cory Boddy

CFA, CFP®

Senior Vice-President, Senior Portfolio Manager, Wellington-Altus Private Counsel

Rob Taylor

CFP®, CIM®, CLU®

Vice-President, Senior Investment Advisor & Portfolio Manager

Jason Weinstein

CFP®, CIM®

Vice-President, Senior Investment Advisor & Portfolio Manager

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Newsroom

Market Insights

October Market Insights by James Thorne: Stagflation

Today, while the financial world continues to be consumed with talk of stagflation, we suggest that a similar system shock has been created by the Covid-19 pandemic, yet the ramifications will be much different. Still, investors may be wise to heed the words of Deep Throat and follow the money: its path forward has been intrinsically changed. We now live in an exponential age[1] with an accelerating pace of change, whereby the petrodollar is being increasingly threatened by the growing prevalence of digital currencies.

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

An Independent Alternative
to Wealth Management

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