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

Michele Santos

PFP®

Senior Wealth Advisor

Wellington-Altus Private Wealth

T. Ron Harper

FCSI, CIM®

Senior Investment Advisor

Wellington-Altus Private Wealth

Artur Llubani

F.PI., CIM®, CIWM

Senior Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Catalin Zetu

BSc Eng, MBA, CFP®, RRC® and CEPA™

Associate Vice-President, Advanced Wealth Planning Group

Wellington-Altus Financial

Michael Finkbeiner

BA, CPA, CGA, RRC, CEA

Sr. Investment Advisor

Wellington-Altus Private Wealth

Lorne Searle

Senior Investment Advisor

Wellington-Altus Private Wealth

Dustin Van Der Hout

Senior Investment Advisor & Portfolio Manager

Wellington-Altus Private Wealth

Elina Surkov

MBA, M.Sc., CIM®

Investment Advisor

Wellington-Altus Private Wealth

Mabelle Tavares

QAFP

Investment Advisor

Wellington-Altus Private Wealth

Frank Laferriere

CPA, CA/CF, ICD.D

Executive Vice-President, Digital Strategy and Compliance, Wellington-Altus Financial Inc.

President, Wellington-Altus USA Inc.

Brent Koskimaki

BBA, CIM®

Senior Investment Advisor & Portfolio Manager

Wellington-Altus Private Wealth

Matt Beckett

BCom, CFP®, CIM®

Wealth Advisor

Wellington-Altus Private Wealth

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Newsroom

Solving The Retirement Funding Puzzle 

While generally a cause for celebration, retirement often comes with its fair share of financial anxiety. Research indicates that many people fear outliving their savings, resulting in an inability to enjoy life to the fullest throughout retirement. 

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Market-Insights-September-2023

September Market Insights: The Fed’s High-Wire Act

The adage, “Discretion is the better part of valour,” has never been more pertinent as the U.S. Federal Reserve cautiously navigates between the perils of inflation and deflation. In the world of economic policy, the Federal Reserve finds itself delicately engaged in a balancing act akin to a tightrope walker traversing a starlit sky obscured by clouds.

Read More »

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.