Diligent Savers
While many of our clients would hardly consider themselves ‘rich’ – thanks to a lifetime of diligent saving and spending less than they earn, they have accumulated investments of upwards of $200 000
Looking for a Trusted and Skilled Advisor
Our clients understand that the success of their retirement is too important to be doing it by themselves, and they understand the value of having expert guidance
Nice People
This may sound cliché – but we only work with genuinely nice people with whom we share a mutual respect and friendship.
Agri producers and Agribusiness
We are well – versed in matters relating to Agri-folks. We have experience in helping devise succession plans – working with your other professionals to build a plan that makes sense for you and your family.
Business Owners and Professionals
As business owners ourselves, we are familiar with matters relating to entrepreneurs and business owners. We have a deep understanding of taxation are able to speak with clients in plain, simple English – ensuring a full understanding of the wealth management strategies we employ.
Retired – or close to it
We specialize in people who are retired or very close to it. This allows us to tailor our service and expertise to the unique needs of retirees
UNIQUE GOALS,
CUSTOMIZED SOLUTIONS
Your investment goals are unique to you, to your business and to your family. We work with you to customize your financial plan – whether you are an entrepreneur, ag business owner or retiree. Wellington Altus Advisors have the freedom to do what is best for their clients every time. We will always be transparent about your portfolio and our fees. This unique and tailored approach is what makes us one of Canada’s Best Managed companies.
ELITE WEALTH MANAGEMENT
FROM THE #1 FIRM IN CANADA
We don’t have sales quotas, quarterly targets, or profitability minimums. We work for you, forecasting your needs and delivering beyond expectations. The top-ranked firm in Canada by Investment Executive, we’ve built our success by building wealth for our clients.
Wellington-Altus Named One of
Canada’s Best Managed Companies
HAVE QUESTIONS?
Reach out we will answer them all