Wellington-Altus Financial

The holistic wealth planning process at Wellington-Altus starts with clients’ needs or wants, not recommended investments.

Wellington-Altus Group Solutions combines the capabilities of a top-tier consulting practice with the service excellence of a boutique firm.

Individual Pension Plans (IPPs) can be a valuable retirement planning tool for incorporated professionals, business owners, or key employees of a company who are not part of a registered pension plan.

The National Advisory Desk at Wellington-Altus Private Wealth provides personalized financial advice, portfolio management, and proactive support.

The page examines how slowing economic growth in multiple countries, including China, has reversed progress in reducing debt-to-GDP ratios.

Wellington-Altus is a fast-growing wealth management firm offering advisors freedom, support, and an innovative culture.

The Women of Wellington initiative at Wellington-Altus aims to create a supportive culture and community for professional and personal success among women.

The Wellington-Altus Advisory Council connects advisors to shape the firm’s strategy by sharing expertise and insights on client experience and advisor perspectives.

Christian Perreault serves as senior vice president and regional director for Québec at Wellington-Altus, with over 20 years of experience in finance and asset management.

We are investment professionals and entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.

Wellington-Altus Private Wealth secured the number one spot in the 2022 Investment Executive Brokerage Report Card, as well as top rankings in all 31 categories.

We take pride in our firm’s independent model, and so do our advisors. Learn more about how they benefit from having the freedom to run their own businesses and visit join-wellington.ca for more details. #UnstoppableMomentum

Trust is #1 when working with an investment advisor.

Independent Private Wealth Management. Holistic Wealth Planning, Investment and Protection.