Independent has deals lined up for first half of 2020 as it takes advantage of frustrations with big banks Wellington-Altus Private Wealth already has more than $2 billion of assets confirmed to cross over from bank-owned firms through Q1 and Q2 as it continues its explosive growth. The independent wealth
After coming in third on the 2019 Top 50 Advisors list, Todd Degelman moves up one place to second in 2020. The co-founder and vice-chairman of Wellington-Altus, Degelman and partner Charlie Spiring have seen their independent firm grow tremendously in just under three years. Click here to read the full article.
In just two years, Wellington-Altus Private Wealth has grown significantly, hitting $5.8 billion in assets under management. Part of that success is thanks to co-founder, vice-chairman and investment advisor Todd Degelman. For Degelman, who also co-manages a practice within Wellington-Altus, Platinum Group, out of Saskatoon, the firm’s success can be
Click here to read.
The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers 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. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.
© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.
