A new chapter for Apt Wealth Partners

Photo: Andrew Dunbar – CEO (left), James McGregor – Executive Chairman (right)

At Apt Wealth Partners, our purpose has always been clear – to help you live for today while planning for tomorrow. As we look to the future, we’re excited to share an important update about our leadership that reflects that same long-term focus.

After successfully leading Apt Wealth Partners as Chief Executive Officer, James McGregor will be stepping into a new role as Executive Chairman. In this position, James will continue to shape Apt’s future by focusing on mergers and acquisitions, governance and investment management. His experience and passion for building a strong, client-first advisory firm will remain at the heart of everything we do.

Stepping into the CEO role is Andrew Dunbar, who many of you will already know from his years with Apt. With more than two decades of experience in financial services, Andrew has been instrumental in shaping our culture and ensuring we deliver the best outcomes for our clients.

“This leadership transition is part of a carefully planned succession strategy designed to ensure continuity and stability for our clients and our team,” said James. “Our vision remains unchanged: delivering exceptional advice and outcomes for generations to come.”

Of the change, Andrew said, “I’m honoured to lead a team so deeply committed to making a difference in our clients’ lives. Together, we’ll continue to build on our strong foundations while embracing new opportunities for growth and innovation.”

For our clients, it’s business as usual. You’ll have the same people, the same care and the same focus on helping you achieve your goals. The changes represent an opportunity to build on strong foundations to position Apt for the future.

We’re proud of the trust you place in us and excited for what’s ahead. This next chapter is about continuing to deliver the advice and service you know us for, while ensuring Apt remains a partner you can rely on for generations to come.