Trivest Wealth At Wellington-Altus Private Counsel

The TriVest Wealth Counsel team is part of Wellington-Altus Private Counsel, a private client and institutional investment firm specializing in discretionary risk-managed portfolios, investment audit /oversight and advanced tax, estate and wealth planning. Wellington-Altus, which includes Wellington-Altus Private Wealth Inc. , is one of the fastest-growing investment dealers in Canada, and Wellington-Altus USA Inc. , a registered investment advisory firm in the United States, has more than $22 billion in consolidated assets under administration and offices across Canada.
Social Link - Linkedin: http://www. linkedin.com/company /trivest-wealth-counsel-ltd.
Employee Count: 1
Keywords: financial services