Home - Wellington-Altus
Time 2022-09-07 19:42:47Web Name: Home - Wellington-Altus
WebSite: http://www.wellington-altus.ca
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Independent Private Wealth Management
Holistic Wealth Planning, Investment and Protection
Request a MeetingIndependent wealth management puts clients first in a way that large corporate institutions just can’t. Independent advisors are motivated because they’re not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms.
Independent
Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.
Unconstrained
Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Our advisors are free to do what’s right for every client, every time.
Entrepreneurial
With an entrepreneurial culture, we’re better at business because we’re a firm built by advisors, for advisors. Our agile approach to technology means we always have the best platforms and solutions for our clients and advisors.
Recent Hires
Dan Stimson
CIM®Wealth Advisor
Wellington-Altus Private Wealth
View ProfileDave Bennett
CFA, CFP®, CIMSenior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
View ProfileSimon Hale
CIM®, CIWM, FCSI®Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
View ProfileMichael Hale
CIM®Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
View ProfilePhilippe Bourque
CFP®, CIM®, FCSI®Senior Wealth Advisor
Wellington-Altus Private Wealth
View ProfileRyan Archambault
CFA, CIMInvestment Advisor, Portfolio Manager
Wellington-Altus Private Wealth
View ProfilePaul Doyle
BA, MBAInvestment Advisor *Mutual Fund Restricted
Wellington-Altus Private Wealth
View ProfileCarter Bancks
Investment Advisor
Wellington-Altus Private Wealth
View ProfileMichael Pate
CIM®Senior Investment Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
View ProfileMichael Naito
CPA, CA, TEPAssociate Vice-President, Advanced Wealth Planning Group
View ProfileJudith Charbonneau Kaplan
LL.B., LL.M. taxVice-President, Advanced Wealth Planning Group
View ProfileApril Zhang
CFA, CAIA, CFP®, FRMWealth Planner, Advanced Wealth Planning Group
View ProfileNewsroom
Wellington-Altus Expands Footprint in Quebec
WINNIPEG,TORONTOandMONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core. “Quebec is an important market to
Read More » September 6, 2022Maximizing Your RESP: Withdraw Wisely
Download this article as a PDF. A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s
Read More » August 31, 2022August Market Insights: The Global Economy has its Hamlet Moment
Rebirth or a Financial Crisis Download this PDF here. “To be or not to be, that is the question. Whether ‘tis nobler in the mind
Read More » August 5, 2022 More from NewsroomForward-Thinking Solutions
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Advice-Based Platform
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Experience + Independence
Our founding team at Wellington-Altus has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Meet our leadersAn Independent Alternative
to Wealth Management
Wellington-Altus advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
Find Out What Makes Us Different© 2022 Wellington-Altus Financial Inc. All rights reserved.
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