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Wellington-Altus rated best investment advisory firm in Canada

WINNIPEG, May 1, 2020 /CNW/ — Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive.

The results are a true reflection of Wellington-Altus’ unwavering commitment to attracting and retaining top-tier talent across the board.

“We’ve built a fresh culture around technology-enabled agility, client-focused services, investment advisor collaboration, and a shared love for what we do. We’re bonded by our passion for paving a new road within the investment industry and together, we’re seeing the benefits of our forward-thinking approach,” said Wellington-Altus Founder & President, Shaun Hauser.

The Brokerage Report Card measures Canada’s top investment firms on the basis of several criteria including advisor support, product selection and corporate stability.

In its Brokerage Report Card debut, Wellington-Altus secured the number one spot overall as well as number one rankings in a majority of the categories, including: strategic focus, receptiveness to advisor feedback, support for mobile technology and the mobile advisor, support for using social media, products and support for high-net-worth clients, support for developing a financial plan for clients, marketing support, and corporate culture. Wellington-Altus was also tied for top marks in firm’s stability and advisor’s relationship with compliance department.

As the only firm to achieve a net promoter score of 100, it is clear that advisors are engaged and happy to be building a home at Wellington-Altus.

“I love being at Wellington-Altus because I feel supported, motivated, free from bureaucracy, and aligned with partners who believe in independent advice that puts clients first,” shared Maili Wong, Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager at Wellington-Altus.

“I love the entrepreneurial approach to building our business at Wellington-Altus. Our clients benefit on a number of fronts and the Rosedale Family Office is stronger than ever. I feel like a true partner, building an awesome firm where the future is ours,” added Executive Vice-President & Senior Portfolio Manager, Gord Love.

On their leading performance in the Brokerage Report Card, Wellington-Altus Founder & Chairman, Charlie Spiring said, “When we set out three years ago on this journey, we were driven to simply build the best environment for advisors: to excel, to service their clients with objective advice, to control their own destiny, and to have a lot of fun. I think we’ve accomplished that.”

About Wellington-Altus Private Wealth
Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is one of the fastest-growing wealth advisory companies in Canada. With approximately $10 billion in assets under administration, and offices across the country, Wellington-Altus identifies with larger, independently focused investment advisors and their private clients.

Media contact:
Danielle Nichol
Senior Vice-President, Marketing
Wellington-Altus Private Wealth
Tel: 416-369-6215
Email: [email protected]

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The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.