Cole Kachur - Senior Investment Advisor, Portfolio Manager at Wellington-Altus Private Wealth (Submitted photo)

By Paid Partnership

Investment Advising

Wellington-Altus Private Wealth: Keeping high level wealth management here at home

Apr 1, 2022 | 12:06 PM

Cole Kachur has received nation-wide recognition for his work in the wealth management business.

He has been nominated several times in the past as one of the Top 40 Under 40 Financial Professionals in Canada by the Investment Industry Association of Canada and often appears on BNN Bloomberg’s flagship show Market Call .

But even more important to the Senior Wealth Advisor and Portfolio Manager at Wellington-Altus Private Wealth is sharing his expertise locally – within the market he was born and raised in

Kachur, the head of the Kachur Wealth Management Group, opened a secondary office in Prince Albert last year. At the time, he thought the area was under-serviced from a wealth management perspective. “It is our goal to ensure that clients are getting the highest level of financial advice at a cost that is fair and they are comfortable with. Our total wealth process not only focuses on generating consistent investment returns but also doing in depth financial planning work to help our clients through significant life events such as retirement and the sale of business or farm assets.”

As a discretionary portfolio manager, Cole is often able to save clients money by not being reliant on third party money managers, which can have higher fees. He can pass these savings along to his clients with the end goal of helping them compound their returns at a faster rate. “The investment industry has changed significantly in the past decade and there are great lower cost investment options that weren’t previously available to retail investors. Wellington-Altus Private Wealth is an independent brokerage and we are not constrained in our product shelf that we can offer to clients.”

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Since Wellington-Altus Private Wealth uses an independent model, and because Kachur is also a shareholder, he is focused on ensuring clients have the best experience. Decisions made for the clients are based on their best interest, not on the profit ledger.

“That’s how we end up getting referrals and building stronger long-term relationships. I’m invested in the underlying company and that investment is based on having clients that are happy and successful.

Wellington-Altus Private Wealth has more than $20 billion in assets under administration and they cater to high-net-worth clients. An investment firm with strong advisor support, product selection, and corporate stability made them one of the top-rated wealth advisory companies in the country in the Investment Executive 2021 Brokerage Report Card.

“While we have a very diverse set of clients across Western Canada, some of our greatest client successes over the past decade have been a direct result of our detailed financial planning work and in-depth planning process that we utilize with small and mid-size business owners. We have had the opportunity to help local entrepreneurs and farmers transition from being active in their businesses to achieving a work optional retirement lifestyle. Coming from a small business background and now being a shareholder of a large financial firm, I’ve developed expertise that I’m able to share with clients”

Meagan Manson, Cole Kachur and Ron Berezowski (Submitted photo)

The rest of Kachur’s team is also made up of young local professionals including Meagan Manson and Ron Berezowski.

“We all have family that either currently is or has been part of the small business community and the fabric of what makes Prince Albert. We all have siblings or parents that call P.A. home, so we are connected to the community and really have everyone’s best interests at heart.”

Kachur believes everyone should have the opportunity to have a high-level wealth management team representing them. He said they continue looking forward to delivering their service to clients within Prince Albert and the surrounding area.

Wellington-Altus Private Wealth and the Kachur Wealth Management Group office is located at 425 – C 15^th Street East Prince Albert.

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*This content was created by paNOW’s commercial content division.