Degelman Pruden Group
Wellington-Altus Private Wealth
Todd Degelman treasures the bond he shares with his clients – and these relationships are at the heart of his response to the ongoing pandemic. In 2021, he worked harder than ever to take care of clients and their investment needs, showing that he was not only on top of the situation, but utterly immersed in what needed to be done.
His team called as many clients as possible to explain how to take advantage of the downturn and the best time to add money to the market.
Degelman, who has been a staple at the top end of WP’s Top 50 Advisors list for the past four years, first learned about the industry in the hockey rink. His team had about five advisors on it, which piqued his interest. Now he can’t imagine doing anything else, and he has some clear targets for 2022.
“Our team’s primary goal is to educate our clients on quality of return versus rate of return,” he says. “We want our clients to have a better understanding of how we can analyze return for every unit of risk taken. We also want to have deeper conversations with clients regarding their relationship with their tax accountants and review any tax strategies.”