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Wellington-Altus Group Solutions combines the capabilities of a top-tier consulting practice with the service excellence of a boutique firm. Our holistic approach to group retirement and benefits provides white-glove support for plan sponsors, while delivering independent and objective advice to individual plan members. We partner with successful organizations from across the country, adding value through consulting expertise, advocacy, and stewardship.
Understanding your unique needs and goals for your wellness program is the first step in our consultative approach. Our dedicated team of experts provide independent, objective analysis and advice to ensure your program provides maximum value for both you and your members.
Your program should add value to your company and your people, and not be an administrative burden. From managing ongoing negotiations for the best possible rates and providers, to objective in-depth plan reviews, to coordinating custom education campaigns for your members, our team ensures your best interests are always represented.
The trust and partnership we form with plan sponsors is a responsibility that we do not take lightly. Our independent, unconstrained approach empowers us to place the needs of our clients above all else. We are proud to have many longstanding client relationships that we have retained by acting with integrity and providing unparalleled service excellence.
Employer sponsored group retirement and benefits programs are the cornerstone of financial wellness for many Canadians. Ensuring your wellness offering delivers notable value is critical in today’s competitive job market. Getting the most from your group retirement and benefit programs requires adapting to the changing world around us. Plan members expect ease and flexibility to suit their individual preferences, while having access to professional advice. Sponsors need to keep ahead of changing regulations, adapt to economic and investment trends, capitalize on lower fees, ensure their plan incorporates best practices and features, all while supporting a more informed plan participant.
Group Retirement plans often account for a significant portion of an individual’s retirement savings. Offering an effective group retirement program demonstrates the investment you are making in your employee’s financial well being today and through retirement.
Wellington-Altus Group Solutions provides holistic support for both you and your plan members to ensure your plan achieves maximum value as an attraction, retention, and financial wellness tool.
Our offering includes:
Services:
Group insurance plans must deliver needs-related benefits at a cost that is accountable. We help our clients build and maintain customized insurance solutions that maximize value and can adapt to the evolving needs of their organizations. Our sponsor relationships are built on a foundation of transparency, professionalism, and always putting the needs of our clients first.
Our offering includes:
MBA, CFA, CFP®
Senior Wealth Advisor
Wellington-Altus Private Wealth
Managing Director
Wellington-Altus Group Solutions
Andrew graduated from York University in 2001 with an Honours degree in Economics and completed his MBA in 2003 at Griffith University in Australia. Andrew holds several designations including CFA (Chartered Financial Analyst) and CFP® (CERTIFIED FINANCIAL PLANNER®).
With nearly two decades of industry experience, Andrew has previously worked at Scotiabank and CI Mutual Funds.
CFA, CFP®, CLU
Senior Wealth Advisor
Wellington-Altus Private Wealth
Managing Director
Wellington-Altus Group Solutions
Michael graduated from York University in 2002 with an Honours degree in Economics. Michael holds several professional designations including CFA (Chartered Financial Analyst), CFP® (CERTIFIED FINANCIAL PLANNER®), and CLU (Chartered Life Underwriter).
With almost 20 years of industry experience, Michael’s previous role was at HUB Financial as a Senior Marketing Director.
CFP®, CLU, CIM®
Senior Wealth Advisor
Wellington-Altus Private Wealth
Founder
Wellington-Altus Group Solutions,
formerly known as Paul J. Greene & Company
Paul founded Paul J. Greene & Company in 1974. Paul graduated from York University in 1974 and holds several professional designations including; CFP® (CERTIFIED FINANCIAL PLANNER®), CLU (Chartered Life Underwriter), CH.F.C. (Chartered Financial Consultant) and CIM® (Chartered Investment Manager).
In addition to his 45+ years of direct client service experience, Paul has participated extensively in the government relations side of insurance and financial services.