Wellington-Altus Private Wealth
Overview
Wellington-Altus Private Wealth is a Canadian wealth management firm offering personalized financial planning and investment services to high-net-worth individuals. The firm provides a range of services, including portfolio design, tactical asset allocation, advanced tax and estate planning, insurance, and philanthropy. Their independence allows them to be objective and impartial, catering to clients who prefer not to be constrained by large corporate systems and requirements. Advisors are free to do what’s right for every client, every time, without sales quotas or quarterly targets. The firm has surpassed $50 billion in assets under administration and has been recognized as Canada’s top-rated investment dealer in the 2026 Brokerage Report Card for the seventh consecutive year. Their entrepreneurial culture enables them to offer forward-thinking solutions tailored to clients’ unique situations, bringing peace of mind now and for the future. With offices across Canada, Wellington-Altus Private Wealth continues to serve high-net-worth clients with a commitment to independence and client-focused service.
Investment Focus
- High-net-worth individuals
- Families
- Business owners
- Organizations
Portfolio Companies
Reach Wellington-Altus Private Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Wellington-Altus Private Wealth
What sectors does Wellington-Altus Private Wealth invest in?
Wellington-Altus Private Wealth invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Winnipeg, Manitoba, Canada. Wellington-Altus Private Wealth is listed as a private investment firm in the ConnectSafely investor database.
What stage does Wellington-Altus Private Wealth invest at?
Wellington-Altus Private Wealth backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Wellington-Altus Private Wealth invest in?
Wellington-Altus Private Wealth invests across Canada.
What companies has Wellington-Altus Private Wealth invested in?
Wellington-Altus Private Wealth's portfolio includes Coastwood Private Wealth, Lions Gate Private Wealth Counsel and NOW Wealth Management Solutions.
How do I contact Wellington-Altus Private Wealth?
Wellington-Altus Private Wealth's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
