Wellington-Altus Newsroom

Keep up-to-date with our current happenings

Recent Developments May Usher New Era of Advisor Independence

Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms – a rapidly growing trend in the United States – amid changing regulations and advances in investment-management technology that makes going it alone more convenient and cost-effective.

A turnkey asset management program (TAMP) ecosystem is being developed in Canada, providing advisors with the technology and tools to become an independent investment counsellor portfolio manager (ICPM).

TAMPs are independent technology platforms that offer advisors the ability to outsource activities such as account setup and documentation as well as discretionary portfolio management.

Click here to read the full article originally featured in The Globe & Mail on January 22, 2020.

Share This Article:

Share on linkedin
Share on facebook
Share on twitter
Share on email
Share on print

April Market Insights by James Thorne

A pivot by global central bankers – changes in policy responses, efforts to reduce income inequality and a focus on green initiatives – has created a foundation that is ripe for a commodities supercycle.

READ MORE »

2021 Tax Planning Cards

Download our province- and territory-specific 2021 Tax Planning Cards below. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card New Brunswick

READ MORE »

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

© 2020, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.