Independent Private Wealth Management

Holistic Wealth Planning, Investment and Protection

Independent 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.

Charlie Spiring

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

Fred Banwell

CFP®, CIM®, BA

Senior Wealth Advisor & Portfolio Manager

Wellington-Altus Private Wealth

Drew Henderson

CFP®, CIM®, FCSI®

Senior Wealth Advisor

Wellington-Altus Private Wealth

Richard Williams

Senior Investment Advisor

Wellington-Altus Private Wealth

Ahmad Bakhshai

CFA®, CFP®, TEP, CLU, FCSI

Associate Vice-President

Wellington-Altus Financial

Kathie Baran

Senior Vice-President, Operations

Steph Condra

CFA, CAIA

Executive Vice-President, Chief Experience Officer, Wellington-Altus Financial Inc.

Tyler Michalowski​

CIM®, B.A.(Hons)

Investment Advisor

Wellington-Altus Private Wealth

Spencer Gale-Reimer ​

Investment Advisor

Wellington-Altus Private Wealth

Steve Rowley​

CFA

Senior Wealth Advisor

Wellington-Altus Private Wealth

Grant Moyle​

B.A. Econ

Senior Wealth Advisor

Wellington-Altus Private Wealth

Alton Mendes

PFP®, CAFA

Wealth Planner, Advanced Wealth Planning Group

Wellington-Altus Financial

Andrew Marsh

Independent Director, Wellington-Altus Financial Inc.

Wellington-Altus Financial

Previous
Next

Newsroom

2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards 2024

Read More »

The Canada Pension Plan (CPP) – What’s new for 2024?

Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed in Canada.1 CPP is funded by mandatory annual contributions by employees, employers and self-employed individuals based on their CPP pensionable earnings, which typically include salary, wages or other remuneration, commissions, bonuses, most taxable benefits, and tips/ gratuities.

Read More »

Forward-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.

An 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.

We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings. Learn More How to Delete Cookies