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FR EN Home About About Wellington-Altus Leadership Why Wellington-Altus? Award-Winning Firm A Private Client Experience Wellington-Altus Private Counsel Wellington-Altus Group Solutions Advanced Wealth Planning Group Market Insights Find an Advisor Our Advisors Selecting an Advisor Newsroom Contact Contact Us Locations Join Private Wealth Join Private Counsel Careers Request a Resolution Client Login Menu Home About About Wellington-Altus Leadership Why Wellington-Altus? Award-Winning Firm A Private Client Experience Wellington-Altus Private Counsel Wellington-Altus Group Solutions Advanced Wealth Planning Group Market Insights Find an Advisor Our Advisors Selecting an Advisor Newsroom Contact Contact Us Locations Join Private Wealth Join Private Counsel Careers Request a Resolution Client Login Menu Home About About Wellington-Altus Leadership Why Wellington-Altus? Award-Winning Firm A Private Client Experience Wellington-Altus Private Counsel Wellington-Altus Group Solutions Advanced Wealth Planning Group Market Insights Find an Advisor Our Advisors Selecting an Advisor Newsroom Contact Contact Us Locations Join Private Wealth Join Private Counsel Careers Request A Resolution Client Login Search Search Close this search box. Independent Private Wealth Management Holistic Wealth Planning, Investment and Protection Request a Meeting 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, ICD.D Founder & Chair, Wellington-Altus Financial Inc. Senior Wealth Advisor, Spiring Wealth Management, Wellington-Altus Private Wealth Inc. 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 Mark Rarog CFA Chief Investment Officer & Head Portfolio Manager View Profile Glen Evans CIM®, CMT, PFP® Senior Wealth Advisor & Portfolio Manager Wellington-Altus Private Wealth View Profile Kevin Knopp CFP Senior Vice-President, Practice Management View Profile Ben Holt ​ CFP®, CIM®, RIS Investment Advisor Wellington-Altus Private Wealth View Profile Craig MacDougall​ CFP®, CIM®, RIAC, FCSI® Senior Wealth Advisor Wellington-Altus Private Wealth View Profile Doug Gilmour ​ CFP®, CIM®, FCSI® Senior Investment Advisor Wellington-Altus Private Wealth View Profile Fred Banwell CFP®, CIM®, BA Senior Wealth Advisor & Portfolio Manager Wellington-Altus Private Wealth View Profile Drew Henderson CFP®, CIM®, FCSI® Senior Wealth Advisor Wellington-Altus Private Wealth View Profile Richard Williams Senior Investment Advisor Wellington-Altus Private Wealth View Profile Ahmad Bakhshai CFA®, CFP®, TEP, CLU, FCSI FP Canada™ Fellow Associate Vice-President, Advanced Wealth Planning Wellington-Altus Financial View Profile Kathie Baran Senior Vice-President, Operations View Profile Steph Condra CFA, CAIA Executive Vice-President, Chief Experience Officer, Wellington-Altus Financial Inc. View Profile Newsroom May Market Insights: Out Of Options U.S. Federal Reserve Chair Jerome Powell, deeply mindful of Arthur Burns’ missteps and inspired by Paul Volcker’s tenacity, is fully cognisant of the historical significance of his role. I have consistently argued that Powell would benefit from studying William McChesney Martin’s tenure as the first post-Second World War Federal Reserve Chair in the 1950s. Martin adeptly navigated through a period of fiscal dominance, a pattern that is emerging once again. As Sir Winston Churchill implied, focusing on the wrong historical period can lead to policy errors and financial turmoil. Read More » May 2, 2024 Highlights from the 2024 Federal Budget The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living. Read More » April 17, 2024 April Market Insights: Greenspan’s Game Of Thrones We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a Fourth Turning”—a period of intense demographic, technological, and structural change that recurs approximately every 80 years. Read More » April 2, 2024 More from Newsroom 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. Meet our leaders 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. Find Out What Makes Us Different © 2024 Wellington-Altus Financial Inc. 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