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
  • Estate planning
  • 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.

About Us

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). Our clients are protected by the CIPF up to applicable limits.

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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.

Toronto


Ben B. Kizemchuk

Chairman 416 369-3028

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 …

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Paul Jan Jelec

Director, CEO & CFO 416 369-3029

Paul Jelec is a co-founder of Altus Securities Inc. He is currently Chief Executive Officer and Chief Financial Officer of Altus and a fully accredited Chief Compliance Officer.

A graduate of the University of Toronto (UTM) with a Bachelor of Commerce degree in 1979, Paul spent the first 13 years of his career with Midland Doherty and subsequently Midland Walwyn …

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Elaine Knotek-Holmes

Director, President & COO 416 369-3033

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 …

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Gregg Blaha, CFA

Director, Executive Vice President, & CCO 416 369-3025

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 …

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Will Lockett, CFA

Vice President 416 369-3042

Will has been serving a wide variety of private clients for more than 35 years. He can act both as a portfolio manager and as an advisor with a focus on the long term.

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Rodger Gray

Vice President 416 369-6206

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.

David Macdonald MBA, CA, CPA

Vice President Corporate Finance 416 369-3035

David specializes in restructuring, taxation and mergers and acquisitions as part of a broad Investment Banking Practice…

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Ben W. Kizemchuk, CIM, DMS

Portfolio Manager & Investment Advisor 416 369-3024

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 …

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Vay Jonynas, CFA

Investment Advisor 416 369-9029

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 …

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Fred Mott, CIM

Portfolio Manager & Investment Advisor 416 369-1498

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 …

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Andrew Beach, CFA

Investment Advisor 416 369-6205

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 …

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Jamie Bulnes

Investment Advisor 416 369-6209

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 …

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Laurie Gerrard

Branch Administrator 416 369-3032

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 Waites

Sales Assistant 416 369-3031

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 Gray

Sales Assistant 416 369-6207

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.

Halifax


Mort Small

Vice President 902 496-6600

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.

David Hennigar

Investment Advisor 902 496-7583

David grew up in the Annapolis Valley of Nova Scotia and graduated with a B Comm. (Honours Accounting) from Mt. Allison University and an MBA from Queens University in 1962.

He worked as a Security Analyst, Assistant Branch Manager, Branch Manager and Atlantic Regional Director for Burns Fry Ltd. …

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Arnold Johnson

Investment Advisor 902 496-7585

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 …

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Curtis Gibbons, CFA®, CFP®

Investment Advisor 902 496-2098

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.

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Michele Beaver

Branch Administrator 902 496-7581

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.

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We invite you to contact our Advisors for a complete assessment of your financial outlook.

Our Offices

Toronto

55 Yonge Street, Suite 1100
Toronto, Ontario
M5E 1J4
Tel: 416 369-9211 Fax: 416 369-9268 Toll Free: 800 332-5586 smartmoney@altusinvest.ca

Halifax

1903 Barrington Street, Suite 100
Halifax, Nova Scotia
B3J 3L7
Tel: 902 496-7580 Fax: 902 496-7599 Toll Free: 800 565-8660

What Our Clients Say

"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."

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