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Founded in 2017, Wellington-Altus is one of the fastest-growing wealth advisory companies in the country.
With more than $35 billion in assets under administration across Canada, we value being an independent firm that always puts the best interests of our clients first.
Through years of experience, our advisors are able to recognize each client’s unique goals and provide honest guidance, customized planning solutions and desired results.
Our clients can invest with confidence knowing the National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures safe custody of all assets and performs our back-office services with the security of a Schedule 1 bank.
Our company was built by investment advisors, for our clients. Clients come first. We are proud to offer clients advice that’s free from sales tactics. Open architecture ensures the best product selection.
You receive the direct benefit of solutions tailored to your specific situation.
We are a strong institution that understands every client is unique. Our advisors are free to do what is right for their clients — every time. We will never have quotas, only the best is what our clients deserve
Our top results are a true reflection of our unwavering commitment to attracting and retaining top-tier talent across the board.
We are 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.
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.
*Investment Executive 2024 Brokerage Report Card
