Download - #184: Wealth Management with Todd Degelman and Chad Pruden of Wellington-Altus

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Absolute Return Podcast

Business:Investing

#184: Wealth Management with Todd Degelman and Chad Pruden of Wellington-Altus

2021-11-08

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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

-And more