Founded in 2011, Shipton Duric and Associates has grown to specialize in developing vigorous risk management through sound asset allocation, with tactical rebalancing based on data-driven events. Our approach leads to peace of mind, restful nights, and deeper relationship with what matters most to you. Through years of experience, we have elevated our customer service and relationships, putting yo
ur best interests first and foremost, guiding you to reach your own unique goals. Our customized planning solutions deliver you with the desired results because our foundation is built on honest guidance and trust. Most of our clients and their families have trusted us for more than a decade with their wealth. As part of the Wellington Altus family, our client’s can invest with confidence knowing the National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures safe custody of all their assets. The privacy and integrity of our clients is something that Wellington-Altus aims to protect at all costs.
Shipton Duric & Associates is dedicated to delivering the best advice and process for unparalleled support in every service we provide. We aim to ensure that every aspect of an individual’s financial life is cared for with the utmost expertise and guidance. Our clients and advisors can expect the best in both platforms and solutions for their specific financial requirements. Paul Shipton BA, EPC, CIM
Senior Wealth Advisor & Senior Portfolio Manager
Insurance Advisor, Wellington-Altus Insurance Inc. As Senior Portfolio Manager, Paul is responsible for all advisory aspects of client relationships. As co-founder of Shipton Duric & Associates, Paul is responsible for strategic direction and business development for the practice. As Insurance Advisor with Wellington-Altus Insurance, Paul is responsible for providing clients with insurance planning advice. Omar Duric BBA, CIM, DMS, FMA
Senior Investment Advisor & Senior Portfolio Manager
As Senior Portfolio Manager, Omar is responsible for analysis, construction and execution of portfolio models and provides investment advice to clients. As co-founder of Shipton Duric & Associates, Omar is responsible for strategic direction and business development for the practice.
