Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is one of the fastest growing wealth advisory companies in the country.
With approximately $10 Billion in assets under administration across Canada, we value being an independent firm that always puts the best interest 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.
Our company was built by investment advisors, for our clients. You come first. We are proud to offer you advice,free from sales tactics. Open architecture ensures the best product selection.
You receive the direct benefit of solutions tailored to your specific situation.
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.
Wellington-Altus Private Wealth is both a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.