Todd Degelman of Wellington Altus Private Wealth is rank 3 in Wealth Professional Canada's 2019 Top 50 Advisors
Wellington Altus Private Wealth
Todd Degelman, who founded and is currently the vice chair of Wellington Altus Private Wealth, saw a nice growth in his AUM over the last year and is now just under the $400 million mark. Degelman attributes his success to having great mentors along the way. “One of those individuals was Charlie Spiring, who was the founder of Wellington West and is an accomplished and distinguished businessman,” he says. “Charlie mentored me while at the same time treated me as his partner. To this day, Charlie is still my partner and one of my closest friends.”
Looking to the year ahead, Degelman want to continue being his clients’ CFO and assist them in making sense of their wealth. “I employ a consultative process to identify their situations and challenges, and then work with a team of experts to design solutions,” he says. “I am committed to continually improving and developing my proprietary processes.”
Degelman adds that there’s no business he’d rather be a part of. “This business is incredible, scalable and conducive to having balance in both my professional and personal life,” he says. “I have an incredible team who is very experienced and knowledgeable.”
