On today’s podcast we welcome special guests Todd Degelman and Chad Pruden of Wellington-Altus Private Wealth where Todd is Founder, Senior Investment Advisor, and Vice-Chairman, and Chad is Senior Investment Advisor. Wellington-Altus is one of the fastest-growing wealth advisory companies in Canada.
On the show, Todd and Chad discuss:
-Their career backgrounds and keys to success in wealth management
-Their outlook for equity markets, bonds and inflation
-Asset allocation and what is top of mind for high-net worth investors
-What differentiates Wellington-Altus from the big banks