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We are an independent, vibrant, and passionate team that feels privileged to have the opportunity to serve Canada’s investor community.
Our aim is to continually strengthen client relationships in a partnership that offers unparalleled service and guidance throughout clients’ lives and for their legacies.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Recognized as the top-rated* investment dealer in Canada in the 2024 Investment Executive Brokerage Report Card. Received top ratings in categories like products & support for high-net-worth clients, client onboarding tools and leadership team.
*Investment Executive 2024 Brokerage Report Card
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
What does Independent Wealth Advice mean?
As entrepreneurs and private partners of Wellington-Altus we value an independent approach to wealth management that puts clients first. We remain free from the constraints, demands and conflicts of interest that accompany being publicly traded/bank owned. That being said, we are associated with various broker-dealers of our choosing and can offer a wider range of products and services.
Advanced Wealth Planning Team
Our highly trained and experienced wealth advisors are flanked by an elite Wellington-Altus team of advanced planning experts. This team adds an additional layer of planning analysis that goes well beyond conventional industry standards.
Our advisory practice has decades of experience working with a wide range of individuals, families and companies across all industries
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, discretionary managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
