Wellington-Altus Private Counsel portfolio managers offer an independent and agnostic approach to wealth management. It differs by taking a planning-led approach, working with clients to identify specific goals for their wealth and then designing a roadmap on how best to achieve those goals with as little risk as possible.

Wellington-Altus 私人顾问投资组合经理提供独立且不可知论的财富管理方法。 它的不同之处在于采用以计划为主导的方法，与客户一起确定他们的财富的具体目标，然后设计一个路线图，说明如何以尽可能低的风险最好地实现这些目标。

1. Tailored services for ultra-high and high-net-worth private clients, endowments, foundations, and institutional firms.

2. A private advisory platform powered by leading technology with portfolios constructed and managed by portfolio managers who meet high industry standards.

3. Portfolio design, tactical asset allocation, advanced tax and estate planning, insurance and philanthropy.

4. Forward-looking solutions tailored to the unique circumstances of clients to bring peace of mind.

official website: https://wellington-altus.ca/

1.为超高、高净值私人客户、捐赠基金、基金会、机构机构量身定制服务。

2. 由领先技术提供支持的私人咨询平台，其投资组合由符合高行业标准的投资组合经理构建和管理。

3. 投资组合设计、战术资产配置、先进的税收和遗产规划、保险和慈善事业。

4. 针对客户独特情况量身定制的前瞻性解决方案，让客户安心。

官方网站：https://wellington-altus.ca/