Andrew Vuk

Company: Wellington-Altus Private Wealth
Title: Investment Advisor

Tagline: Sophisticated Wealth Management Made Simple

Category: Financial Investments

Contact information:

289-812-1074
https://wellington-altus.ca/advisor/andrew-vuk/
Andrew.vuk@wellington-altus.ca

Social Media profiles

Linkedin

Profile:

Wellington-Altus is Canada’s leading and fastest growing independent wealth management firm. With $55 billion in assets under management, we are trusted by thousands of Canada’s high net worth families and business owners.

Investment and wealth planning is about more than just numbers. Our focus is on clients reaching their goals whether that be retirement, helping the next generation, tax minimization or philanthropy (and everything in-between!). Client success is always mutual, and it is achieved by putting people before products.

We want to be a partner in your financial journey. We aim to achieve your goals and save you time through:

• Personalized investment plans tailored to your age and stage in life
• Comprehensive financial plans that help set an actionable road map to achieve your goals
• Being the center of contact with your multiple professionals including accountants, lawyers, realtors and trustees

At Wellington-Altus Private Wealth, we promise a relationship that is different from traditional investment brokerages making you feel like a person not a number.

Please feel free to reach out for a complimentary assessment of your current investment and financial plan.