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


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.

recent hires

Scott Fleischhacker


Senior Vice-President, Senior Wealth Advisor

Nick Steele


Vice-President, Senior Investment Advisor & Portfolio Manager

Rob Taylor


Vice-President, Senior Investment Advisor & Portfolio Manager

Jason Weinstein


Vice-President, Senior Investment Advisor & Portfolio Manager

Sheldon Gray


Vice-President, Senior Investment Advisor & Portfolio Manager

Mark Purcell

B.A. Econ, MBA

Vice-President, Senior Wealth Advisor & Associate Portfolio Manager

Dave Yanick


Vice-President, Senior Wealth Advisor & Associate Portfolio Manager

Susyn Wagner


Senior Vice-President, Senior Investment Advisor & Senior Portfolio Manager

Karen Routledge


Investment Advisor, Senior Financial Planner



Market Insights

August Market Insights by James Thorne: The Case for Deflation

Today, the media reverberates with talk that an inflationary era is now upon us. However, as we emerge from an unprecedented year, let’s not forget that inflation is a lagging indicator and current figures have been measured against a period in which economies were completely shut down due to the pandemic. Instead, we suggest that deflationary forces have not gone away, and, as in Werner’s view, the actions of the central banks will pave the road for possible inflation — or deflation/disinflation — as we look ahead.

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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.