Wellington-Altus Private Counsel portfolio managers provide an independent and agnostic approach to managing wealth. We differ by utilizing a planning-led approach where we partner with clients in identifying specific goals for your wealth, followed by the design of a road map on how best to achieve these objectives while taking as little risk as possible.
Our independence provides us with more agility and opens us up to a wider range of investment options, including access to some of the best institutional money managers around the globe via segregated and tactically managed unified accounts. Client accounts can vary in complexity and we use a range of strategies to minimize tax implications of transitioning an existing portfolio, which can also benefit those seeking a high level of customization.
As our client, we will work with you to instill confidence that your wealth will last for your lifetime and beyond.