why Wellington-Altus
Why Us?
Our Difference
With a combined experience of over 50 years, the team of Evolved Wealth Advisors serves as trusted wealth advisors to families across Western Canada. Our trusted relationship between clients and our business is not something we take lightly.
Our approach is personalized, one-of-a-kind, and entirely centered around clients and their families. Our primary focus is on listening attentively and ensuring that we gain a deep understanding of our clients’ goals and our role in helping them achieve those aspirations.
We are Evolved and innovative so if an idea, investment, or strategy no longer aligns with our clients’ best interests or the evolving financial landscape, we are quick to let it go. This ensures that our clients receive nothing but the most effective and up-to-date guidance, ultimately leading them towards their financial goals and securing their prosperous future.
We currently manage over $200 million across 140 households and have the capacity to accommodate an additional 50 households in the near future.
About Wellington-Altus
We align with Wellington-Altus because we share common values, and this partnership offers you the best of both worlds: truly independent and objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank. Wellington-Altus Private Wealth clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.
We offer objective and impartial wealth advice with no sales quotas to meet. Our agile approach to the complex needs of high-net-worth clients recognizes that wealth management has evolved from selling cookie-cutter solutions, to specialized service and independent advice. We do what is best for our clients, every time.
We embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our clients. We have partnered with leading-edge providers to deliver best-in-class technology and platforms and have access to some of the best money management solutions in Canada. Being fully operational with remote access means we can seamlessly service clients anytime, from anywhere.
Rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.
