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, Wellington-Altus Financial Inc.
Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.
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

Philippe Bourque

CFP®, CIM®, FCSI®

Senior Wealth Advisor

Wellington-Altus Private Wealth

Ryan Archambault

CFA, CIM

Investment Advisor, Portfolio Manager

Wellington-Altus Private Wealth

Carter Bancks

Investment Advisor

Wellington-Altus Private Wealth

Michael Pate

CIM®

Senior Investment Advisor & Senior Portfolio Manager

Wellington-Altus Private Wealth

Michael Naito

CPA, CA, TEP

Associate Vice-President, Advanced Wealth Planning Group

Judith Charbonneau Kaplan

LL.B., LL.M. tax

Vice-President, Advanced Wealth Planning Group

April Zhang

CFA, CAIA, CFP®, FRM

Wealth Planner, Advanced Wealth Planning Group

Susannah Law

B.Comm, CFP®

Investment Advisor

Wellington-Altus Private Wealth

David Bannatyne

CIM®, BA

Senior Investment Advisor & Senior Portfolio Manager

Wellington-Altus Private Wealth

Conrad Kluge

CFA, CFP®

Senior Wealth Advisor & Senior Portfolio Manager

Wellington-Altus Private Wealth

Milos Pejovic

B.A., FMA, CIM®, FCSI®

Senior Portfolio Manager

Wellington-Altus Private Wealth

Petar Pejovic

B.A., CIM®

Senior Portfolio Manager

Wellington-Altus Private Wealth

Previous
Next

Newsroom

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.