{"id":2947,"date":"2021-05-17T06:26:59","date_gmt":"2021-05-17T06:26:59","guid":{"rendered":"https:\/\/wellington-altus.ca\/?p=2947"},"modified":"2024-02-05T20:51:39","modified_gmt":"2024-02-06T01:51:39","slug":"wellington-altus-again-ranked-best-investment-advisory-firm-in-canada","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/aspirewealthpartners\/2021\/05\/17\/wellington-altus-again-ranked-best-investment-advisory-firm-in-canada\/","title":{"rendered":"Wellington-Altus Again Ranked Best Investment Advisory Firm in Canada"},"content":{"rendered":"\r\n

WINNIPEG\u00a0<\/strong>and\u00a0TORONTO<\/strong>,\u00a0May 17, 2021\u00a0\/CNW\/ – Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the number-one overall investment advisory firm in the 2021 Brokerage Report Card, conducted by industry publication, Investment Executive\u2014marking the second consecutive year in the top spot.<\/p>\r\n\r\n\r\n\r\n

With an overall rating of 9.8 and nearly a full point above the competition, the results reaffirm the tremendous value of\u00a0Wellington-Altus’ early investment in technology, agile and forward-thinking approach, and equity partnership model.<\/p>\r\n\r\n\r\n\r\n

“The last year has been a record-breaking year of growth for our firm\u2014we did our best to find opportunity in the obstacles. With this reassurance and support from our partners, we’ll continue the upward trend in 2021,” said Wellington-Altus Co-Founder & President,\u00a0Shaun Hauser.\u00a0<\/p>\r\n\r\n\r\n\r\n

The Brokerage Report Card measures\u00a0Canada’s\u00a0top investment firms on the basis of several criteria including advisor support, product selection and corporate stability. Read the full report card here<\/a>.<\/p>\r\n\r\n\r\n\r\n

In its second-year inclusion in the Brokerage Report Card,\u00a0Wellington-Altus swept ratings across all categories, including: technology tools and advisor desktop, social media support, effectiveness in keeping advisors informed, receptiveness to advisor feedback and corporate culture. The firm also had top scores for reputation with clients and prospects, developing a financial plan for clients, and products and support for high-net-worth clients.<\/p>\r\n\r\n\r\n\r\n

Wellington-Altus continues to be the only firm to achieve a net promoter score of 100\u2014a clear indicator that advisors are engaged and happy to be building a home at\u00a0Wellington-Altus.<\/p>\r\n\r\n\r\n\r\n

“The freedom, flexibility and support we receive for running our practice is unparalleled and enables us to put the needs of our clients above all else. As partners in the firm, we couldn’t be happier to have a real voice in shaping the future of\u00a0Wellington-Altus,” added Senior Investment Advisor,\u00a0Sarah Jones\u00a0of the Rosedale Family Office.<\/p>\r\n\r\n\r\n\r\n

“Joining\u00a0Wellington\u00a0was a breath of fresh air. We are all partners, so everyone at the firm is working together to provide the best advice to clients with no conflicts or competing interests. From our transition into the firm, to seamlessly working from home during the pandemic, our technology allowed us to do everything electronically. My practice has never flourished more than it has since joining\u00a0Wellington,” added Executive Vice-President & Senior Portfolio Manager,\u00a0Colin Ryan.<\/p>\r\n\r\n\r\n\r\n

On their back-to-back leading performances in the Brokerage Report Card, Wellington-Altus Founder & Chairman,\u00a0Charlie Spiring\u00a0said, “We’re proud of our hustle and wouldn’t expect any less from our efforts. Our independence allows us to be agile and innovative in supporting our advisors, and doing right by them is an easy choice because that’s what’s best for our clients\u2014having fun while we do it is the cherry on top.”<\/p>\r\n\r\n\r\n\r\n

About Wellington-Altus Private Wealth<\/strong>
Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is the top-rated* wealth advisory company in\u00a0Canada. With more than\u00a0$15 billion\u00a0in assets under administration, and offices across the country,\u00a0Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients. For more information, visit\u00a0wellington-altus.ca<\/a>. *Investment Executive 2021 Brokerage Report Card.<\/p>\r\n\r\n\r\n\r\n

For media inquiries:<\/strong>
Danielle Nichol
Senior Vice-President, Marketing
416-369-6215
Danielle.Nichol@wprivate.ca<\/a><\/p>\r\n","protected":false},"excerpt":{"rendered":"

Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the number-one overall investment advisory firm in the 2021 Brokerage Report Card, conducted by industry publication, Investment Executive\u2014marking the second consecutive year in the top spot.<\/p>\n","protected":false},"author":159,"featured_media":4112,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[20],"tags":[],"class_list":["post-2947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-awards-and-achievements"],"acf":[],"yoast_head":"\nWellington-Altus Again Ranked Best Investment Advisory Firm in Canada - Aspire Wealth Partners<\/title>\n<meta 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