Mordechai Kuhnreich, CIM®, RIS – Wealth Advisor & Associate Portfolio Manager – Wellington-Altus Private Wealth

Smart Financial Strategies for Business Owners and Retirees

Managing your finances doesn’t have to be overwhelming. At Wellington-Altus Private Wealth, Canada’s #1-rated wealth advisory firm, I help clients take control of their finances with personalized strategies tailored to their goals and values. With 9 years of experience and a proven track record, I offer:

• Investment Management: Creating diversified portfolios designed to grow your finances while managing risk.
• Wealth Advisory: Comprehensive planning to simplify your financial life and align your money with your goals.
• Tax Optimization: Strategies to help you keep more of what you earn.
• Estate Planning: Protecting your legacy and ensuring your wishes are honored.

I’m happy to answer questions and point people in the right direction—whether or not they become a client or have significant financial resources. My goal is to empower individuals at any stage of their financial journey.

My clients trust me to deliver results and value the peace of mind that comes with having a clear financial plan.

Let’s Talk:
Whether you’re ready to build your financial future or just want to explore your options, I offer free consultations and would love to connect.

Contact Information:

Office: 289 816-3301

Cell: 647 909-0132

Email: mkuhnreich@wellington-altus.ca