Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
< 1 year
Location
Remote
Wellington-Altus USA Inc.
Supported
Total advisors
3Clients per advisor
78 HighAvg AUM per client
$627,670 TypicalHNW client ratio
15% LowKeith Dyck is a financial advisor at Wellington-Altus USA Inc. with experience dating back to 2008, including roles at BMO Nesbitt Burns Inc. and Wellington-Altus Private Wealth Inc. He holds credentials as a Senior Wealth Advisor and also provides insurance services through Wellington-Altus Insurance Inc. Wellington-Altus USA Inc. offers discretionary investment management to individuals, trusts, estates, corporations, and business entities, utilizing a mix of fundamental and technical analysis across various asset classes. The firm manages portfolios on a discretionary basis within client guidelines and supports a range of investment strategies, including structured notes and private fund allocations.
Based on Wellington-Altus USA Inc.
Fixed fees for financial planning services may be charged; fees are negotiable
0.25% to 2.75% annually, varies by market value of assets, client, type of services, and negotiable
Hourly fees for financial planning services may be charged; fees are negotiable
Account minimum: $100,000 (may be waived at WA (USA)'s discretion) Minimum fee: $250 per quarter minimum fee Fee-only: Investment management and financial planning fees, no commissions charged by WA (USA)
Texas
< 1 year of industry experience
Wellington-Altus USA Inc.
2023 - Present • 3 years
Winnipeg
Wellington-Altus Private Wealth Inc.
2021 - Present • 5 years
Toronto
BMO Nesbitt Burns Inc.
2008 - 2021 • 13 years
Calgary
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")