about wellington-altus private wealth

We are investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
It’s an approach that puts clients first.

Our Story

Founded in 2017, Wellington-Altus is one of the fastest-growing wealth advisory companies in the country.

With more than $15 billion in assets under administration across Canada, we value being an independent firm that always puts the best interests of our clients first.

Through years of experience, our advisors are able to recognize each client’s unique goals and provide honest guidance, customized planning solutions and desired results.

Our clients can invest with confidence knowing the National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures safe custody of all assets and performs our back-office services with the security of a Schedule 1 bank.

Independence

Our company was built by investment advisors, for our clients. Clients come first. We are proud to offer clients advice that’s free from sales tactics. Open architecture ensures the best product selection.

Entrepreneurial

You receive the direct benefit of solutions tailored to your specific situation.

Unconstrained

We are a strong institution that understands every client is unique. Our advisors are free to do what is right for their clients — every time. We will never have quotas, only the best is what our clients deserve

How We Can Help

Wellington-Altus advisors work to deliver in-depth guidance and solutions tailored to each client’s needs.

We aim to help clients preserve and grow wealth in every aspect. With access to a full range of wealth management solutions, clients can feel secure about their future.

Why Wellington?

What sets us apart from the competition in wealth management.

Client Experience

What you can expect when you ask us to manage your wealth.

Leadership

Meet our founding Management Team and Board of Directors.