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Surpasses 1,000 employees and $45 billion in assets under administration Winnipeg, January 12, 2026 – Wellington-Altus Financial Inc. (“Wellington-Altus”), parent company of Canada’s top-rated* investment dealer, is pleased to announce the successful closing of its previously announced nearly $400 million CAD secondary minority common equity investment from Kelso & Company (“Kelso”),

Wellington-Altus shareholders have voted in support of a deal to sell a 25% interest in the firm to U.S.-based private equity shop Kelso & Co. for just under $400 million. The transaction will bring on a seasoned wealth management investor as a partner, and serves to confirm Wellington-Altus’s enterprise value

WINNIPEG, TORONTO, and MONTRÉAL, Thursday, June 5, 2025 /CNW/ — Wellington-Altus Financial Inc. is excited to announce that Wellington-Altus Private Wealth Inc. (Wellington-Altus), its private wealth division, has been recognized as Canada’s top-rated investment dealer in the 2025 Brokerage Report Card for the sixth consecutive year. Achieving an overall rating of 9.5, the

WINNIPEG, TORONTO, and MONTRÉAL, [Monday, May 12, 2025] — Wellington-Altus Financial Inc. (Wellington-Altus)—parent company to Canada’s top-rated* investment dealer—is pleased to learn that Charlie Spiring, Founder and Chair of the company, has been appointed to the prestigious Order of Manitoba. Established in 1999, the Order of Manitoba is the province’s highest

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