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

Alton Mendes

PFP®, CAFA

Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Andrew Marsh

Independent Director, Wellington-Altus Financial Inc.

Wellington-Altus Financial

Joanne Lee

Senior Investment Advisor

Wellington-Altus Private Wealth

Darren Webster​

Senior Investment Advisor

Wellington-Altus Private Wealth

Cramer Coulthart

Investment Advisor

Wellington-Altus Private Wealth

Dan Dervaitis

Senior Vice-President,
Wealth Strategy & Advisor Enablement

Steve Preece​

Investment Advisor

Wellington-Altus Private Wealth

Michele Santos

PFP®

Senior Wealth Advisor

Wellington-Altus Private Wealth

T. Ron Harper

FCSI, CIM®

Senior Investment Advisor, Associate Portfolio Manager

Wellington-Altus Private Wealth

Artur Llubani

F.PI., CIM®, CIWM

Senior Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Angela Cullen

Insurance Associate

Wellington-Altus Insurance

Michael Finkbeiner

BA, CPA, CGA, RRC, CEA

Sr. Investment Advisor

Wellington-Altus Private Wealth

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Newsroom

Wellington-Altus

Tax-Free First Home Savings Account

The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams of home ownership.

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Wellington-Altus

2023 Tax Resources

Download our 2023 tax reference cards and resources. Corporate Tax Rate Card. LIF and RLIF Minimum & Maximum Factors. Form T1135 – Foreign Income Verification

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Wellington-Altus

Estate Planning: Getting the Details Right

When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, such as the guardianship of minor children and/or how you want your assets to be distributed when you die.

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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 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.