is a subsidiary of Winnipeg-based Wellington-Altus Financial Inc., the parent company to one of the fastest-growing wealth advisory companies in Canada. With nearly $20 billion in assets under administration, and offices across the country, Wellington-Altus identifies with larger, independently focused investment advisors and portfolio managers and their private clients. Our Private Wealth Counsel
provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, tactical asset allocation, a fiduciary and outsourced chief investment officer service, advanced tax and estate planning, insurance, philanthropy, and centralized reporting. As a client we will work with you to instill confidence that your wealth will last for your lifetime and beyond—whether that be here in Canada or abroad.