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

Fred Banwell

CFP®, CIM®, BA

Senior Wealth Advisor & Portfolio Manager

Wellington-Altus Private Wealth

Drew Henderson

CFP®, CIM®, FCSI®

Senior Wealth Advisor

Wellington-Altus Private Wealth

Richard Williams

Senior Investment Advisor

Wellington-Altus Private Wealth

Ahmad Bakhshai

CFA®, CFP®, TEP, CLU, FCSI

Associate Vice-President

Wellington-Altus Financial

Kathie Baran

Senior Vice-President, Operations

Steph Condra

CFA, CAIA

Executive Vice-President, Chief Experience Officer, Wellington-Altus Financial Inc.

Tyler Michalowski​

CIM®, B.A.(Hons)

Investment Advisor

Wellington-Altus Private Wealth

Spencer Gale-Reimer ​

Investment Advisor

Wellington-Altus Private Wealth

Steve Rowley​

CFA

Senior Wealth Advisor

Wellington-Altus Private Wealth

Grant Moyle​

B.A. Econ

Senior Wealth Advisor

Wellington-Altus Private Wealth

Alton Mendes

PFP®, CAFA

Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Andrew Marsh

Independent Director, Wellington-Altus Financial Inc.

Wellington-Altus Financial

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Newsroom

Wellington-Altus

Investing in a Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds?

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February Market Insights: Trump’s Shadow

As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today’s socio political dynamics. This comparison challenges the conventional wisdom about investing in a world that is constantly evolving. Concomitantly, there are parallels to the post-Second World War era, notably the extreme levels of debt which rival only today. As the war ended and life got back to normal, a growth scare and deflation resulted. Hence my thesis that our transition period out of COVID-19 has all the earmarks of a transitional period of secular stagnation and deflation.

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2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Card 2024

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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.

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