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Wellington-Altus

Top-Rated Investment Dealer In Canada

Investment Executive 2025 Brokerage Report Card

Investment Executive logo
Wellington-Altus Private Wealth is recognized as the top-rated investment dealer by our advisors in the 2025 Investment Executive Brokerage Report Card, leading in categories like:
  • Receptiveness to advisor feedback
  • Support for remote system access & transactions
  • Products & support for high-net-worth clients
  • Financial planning support & technology
  • Business development & marketing support
  • Quality of firm’s product shelf
  • Support for discretionary portfolio management
  • Client onboarding tools
  • Strategic focus
  • Leadership team

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

Best Managed Companies Logo

One of Canada’s Best Managed Companies five years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Recognized as one of Canada’s Top Growing Companies in 2023, 2024 and 2025 by The Globe and Mail for our three-year revenue growth.

WPA24 Winner logo

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.

This recognition is a true reflection of our unwavering commitment to attracting and retaining top-tier talent.

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