{"id":2227,"date":"2026-03-22T16:12:52","date_gmt":"2026-03-22T16:12:52","guid":{"rendered":"http:\/\/altafina-stripped.dev2.wshost.ca\/about-us\/"},"modified":"2026-08-25T15:58:51","modified_gmt":"2026-08-25T15:58:51","slug":"about-us","status":"publish","type":"page","link":"https:\/\/altafina.com\/en\/about-us\/","title":{"rendered":"About us"},"content":{"rendered":"\r\n\r\n
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About us<\/h1>\r\n <\/div>\r\n\r\n \r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n<\/section>\r\n\n\n\r\n
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AltaFina brings together independent, fee-based portfolio managers who share a common investment philosophy and have been serving investors for more than 40 years.<\/h2>\r\n <\/div>\r\n\r\n \r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n\r\n <\/section>\r\n\n\n\r\n
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40 years of independence, focused on your best interests<\/h2 class=\"style-h3\"> \r\n
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For more than four decades, our mission has remained unchanged: to preserve true independence so we can act exclusively in our clients’ best interests.<\/p>\n

Today, the AltaFina teams continue that tradition with a clear priority: helping families build, protect, and preserve their wealth with disciplined advice and long-term perspective.<\/p>\n <\/div>\r\n \r\n \r\n \r\n <\/div>\r\n <\/div>\r\n\r\n

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A structure designed to protect and benefit you<\/h2 class=\"style-h3\"> \r\n
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We believe investors are best served through discretionary portfolio management, as it simplifies investment decisions and allows portfolios to be managed more efficiently and consistently. Yet fewer than 5% of licensed investment professionals in Canada are authorized to act as portfolio managers and offer this level of discretionary service. Most of them are affiliated with large financial institutions. <\/p>\n

We’ve chosen a different approach:<\/p>\n