We're a full service investment management firm serving high net worth Canadians.
At Altus we’re experts in putting our clients first.
We begin our relationship with you by first understanding your goals and objectives now and over time. Some common themes include:
High net worth financial planning & investment advice
Retirement planning (including RSPs and RIFs)
Reducing tax through tax-efficient and tax-free investing
Protecting capital & low risk investing
Charitable giving strategies
Growth and Income Portfolios
Individual Pension Plans
Group Pension Plans
Group Retirement Plans
Charities and endowments
Employee share purchase plans
We then develop a plan to achieve those goals, and regularly monitor progress along the way. We value objectivity in providing personalized advice and believe every investment should be checked for suitability based on your unique goals.
Altus Securities Inc. was founded in 1996 to provide independent investment advice, financial planning, and honest guidance for high net worth individuals, families, business owners, and institutional clients. We value the objectivity and impartiality of being an independent firm where the best interests of our clients come first. We believe this approach has served the firm well over many years.
We’ve grown our team over time to include more Advisors to serve our growing client base. In 2012 Altus completed its largest expansion with an office in Halifax.
We understand that today’s investor values the safety of a strong institution when entrusting their assets. The National Bank Correspondent Network (NBCN), a division of the National Bank of Canada, safely ensures custody of all client assets and performs our back office services. NBCN also provides access to trade execution, new issues, extensive research, and client reporting.
Altus Securities is a member of the Canadian Investor Protection Fund (CIPF). Customers' accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.
Our Greatest Strength is Our People
Our Investment Advisors are carefully selected based on performance history, strong ethical standards, and their unwavering commitment to building long-lasting client relationships.
Ben is a co-founder of Altus Securities Inc., holding the position of Chairman and previsouly as CEO since the firm’s inception.
He is best known for developing top talent and mentoring some of Canada’s best Investment Advisors. In addition to executive duties, Ben is an Investment Advisor and Portfolio Manager. Ben specializes in designing balanced portfolios that benefit clients through …
Elaine Knotek-Holmes has been licensed in the securities business since 1987. She started her career at Midland Doherty. Through take-over and merger that firm became Midland Walwyn which is now CIBC Wood Gundy.
In 1993 Elaine followed her mentor to establish Altus Securities Inc. She is a Director, President and Chief Operating …
Gregg is a successful and experienced Investment Advisor with over 25 years in the business. He graduated from University of Toronto with a Bachelor of Commerce and completed his Chartered Financial Analyst (CFA) designation. He joined Midland Doherty in 1988 and became a founding partner at Altus Securities in 1996.
He provides wealth management advice and solutions to high …
An industry veteran, Rodger was the founder and CEO of Toll Cross Securities. He is a specialist in resource funding both in energy and mineral extraction. Rodger is a graduate of Laurentian University. Rodger sits on the board of Azabache Energy and Happy Creek Minerals.
Ben specializes in full service wealth management for high net worth investors. He focuses on managing the Growth and Income Portfolios, and reducing taxes. Clients include families, professionals, holding companies, trusts, and institutions.
Ben started his career in 2003 at the National Bank of Canada …
Vay was born in London, Ontario in 1952. He graduated from the University of Western Ontario with an MBA in 1976 and shortly thereafter joined the staff of the investment department at the Confederation Life Insurance Company in Toronto as an equity research analyst. While at Confederation Life, Vay completed the course requirements to earn his Fellow of the Life …
Fred has been taking care of private clients since 1986, with a focus on preservation of capital. He is an old fashioned value investor, holding many positions in client accounts for more than a decade. He meets with many companies throughout the year, big and small to learn what is going on. Keep it simple is his motto.
Fred has a BA from University of Toronto. He also has the CIM …
After graduating from Dalhousie University in 1997, Andrew began his career at RBC Dominion Securities. After a couple of years learning the business, he moved onto two boutique dealers, while earning the Chartered Financial Analyst (CFA) Designation. In 2001, he joined Toll Cross Securities, initially as an institutional trader, before eventually settling in as …
Jamie joined Altus Securities Inc. after serving as the Director, Member Regulation Policy with the Investment Industry Regulatory Organization of Canada (IIROC), the country's national self-regulatory organization which is responsible for overseeing all investment dealers and advisors operating in our capital markets. During his almost seven-year tenure in this senior position, Jamie worked on the development …
Laurie joined Altus Securities Inc. as their first full time administrative employee in 1994. Laurie continues to assist Investment Advisors in administering client accounts, along with other corporate duties as Branch Administrator. She started her career with Midland Doherty in 1986 with experience in credit, as a Sales Assistant, and opening branches.
Donna is a Sales Assistant at Altus Securities Inc. with over 20 years of experience in the investment industry. Prior to joining Altus in 2002, she assisted on the Institutional Trading desk at First Marathon and National Bank Financial.
Peter joined Altus Securities Inc. in 2014 as a Sales Assistant. Prior to joining Altus, he worked as a research assistant at Toll Cross Securities where he gained valuable experience and insight into the junior resource market.
Mort was born in Grand Manan, New Brunswick and is a Beaverbrook Scholar from University of New Brunswick in 1965. He was in the trust industry from 1968-1983 during which times he held several senior executive positions. He joined the investment industry in 1983 and has held the titles of Partner and Director with previous independent dealers. He currently is a VP at Altus Securities Inc.
Born in Quebec and educated there, Arnold moved to New Brunswick to attend the University of New Brunswick. On graduation with a double major (Psychology & Biology) his first employer was a large international document corporation with an office in Halifax. After a successful 12 years, a move as Atlantic Regional Manager to a new Canadian national corporation breaking ground and …
Curtis grew up in Marion Bridge Nova Scotia and graduated with a BBA (concentrations in finance and accounting) from Cape Breton University and a MBA in International Business from the University of New Brunswick. He has been registered as an Investment Advisor in Halifax for 15 years and has extensive knowledge and experience in stocks, bonds, options, exchange traded funds and mutual funds.
Born & raised in Halifax, NS. Over 18 years experience in the investment industry servicing Investment Advisors & clients. Michele started her career at Midland Walwyn and has worked at several institutions as Branch Administrator & Investment Representative. Michele has been married for 30 years. She love cooking, reading & spending time with her family & friends.
"For more than 20 years Altus has managed my portfolio exceptionally and has made me confident and secure about my future."
"My entire life I have only used the investment advisory services of Altus Securities. The depth of knowledge and experience Altus has provided has ensured the relationship over the years has been safe and profitable. It has worked well."
"I am pleased to have chosen Altus Securities. Their sound and unique investment approach is unlike any other I have met. Their service is highly regarded. They provide an extraordinary experience."