{"id":451,"date":"2022-05-16T09:00:39","date_gmt":"2022-05-16T09:00:39","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/danielsondyck\/?p=451"},"modified":"2023-11-27T16:21:00","modified_gmt":"2023-11-27T16:21:00","slug":"wellington-altus-again-ranked-1-investment-advisory-firm-in-canada","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/evolved-wealth-advisors\/2022\/05\/16\/wellington-altus-again-ranked-1-investment-advisory-firm-in-canada\/","title":{"rendered":"Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada"},"content":{"rendered":"<p><strong>WINNIPEG, MB, TORONTO<\/strong>, and\u00a0<strong>MONTREAL<\/strong>, May 16, 2022 \/CNW\/ \u2014 Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private Wealth Inc., has again been rated the number-one investment advisory firm in the 2022 Brokerage Report Card, conducted by industry publication, Investment Executive\u2014its third year in the coveted spot.<\/p>\n<p>With an overall rating of 9.5, the incredibly strong results reflect the success of the firm\u2019s investment in innovation, as well as its client-focused approach and entrepreneurial business model.<\/p>\n<p>\u201cMaintaining our top spot in the Canadian investment industry demonstrates the value of what we are trying to accomplish, which is to build a firm of entrepreneurial advisors who simply want to do best by their clients, every time,\u201d said Wellington-Altus Financial Inc. Founder &amp; CEO, Shaun Hauser. \u201cEach and every one of our partners is in this together, collectively propelling our shared success and explosive growth.\u201d<\/p>\n<p>The Brokerage Report Card measures Canada\u2019s top investment firms on the basis of several criteria, including advisor support, product selection and corporate stability.<\/p>\n<p>This year, the firm received number-one ratings in 20 out of 30 categories including: receptiveness to advisor feedback, freedom to make objective product choices, business development support, social media support, and corporate culture. The firm also had top ratings for remote work &amp; mobile technology support, client onboarding tools, and advisor\u2019s relationship with compliance department.<\/p>\n<p>Wellington-Altus Private Wealth Inc. continues to hold the highest net promoter score of 100\u2014a clear indicator that advisors are engaged and happy to be building a home at Wellington-Altus.<\/p>\n<p>\u201cOur partners and employees are rallied around our vision to redefine what it means to be an independent wealth firm, and do an outstanding job working together to do the very best for our clients,\u201d added Jordy Chilcott, President, Wellington-Altus Private Wealth Inc. \u201cThat\u2019s the secret to our unstoppable momentum.\u201d<\/p>\n<p>In speaking of the industry-leading performance, Wellington-Altus Financial Inc. Founder &amp; Chairman, Charlie Spiring said, \u201cIt is simply amazing to receive yet another stellar rating, which reaffirms to the industry what we are doing, and that we\u2019re doing it right. The best part is we\u2019re just getting started.\u201d<\/p>\n<p><strong>About Wellington-Altus Financial<\/strong><\/p>\n<p>Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc. and Wellington-Altus Private Wealth Inc.\u2014the top-rated* wealth advisory company in Canada and one of Canada\u2019s Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.<\/p>\n<p><em>*Investment Executive 2022 Brokerage Report Card.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>WINNIPEG, MB, TORONTO, and\u00a0MONTREAL, May 16, 2022 \/CNW\/ \u2014 Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private Wealth Inc., has again been rated the number-one investment advisory firm in the 2022 Brokerage Report Card, conducted by industry publication, Investment Executive\u2014its third year in the coveted spot. With an overall rating of [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":390,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-451","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-in-the-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada - Evolved Wealth Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/evolved-wealth-advisors\/2022\/05\/16\/wellington-altus-again-ranked-1-investment-advisory-firm-in-canada\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada - Evolved Wealth Advisors\" \/>\n<meta property=\"og:description\" content=\"WINNIPEG, MB, TORONTO, and\u00a0MONTREAL, May 16, 2022 \/CNW\/ \u2014 Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private Wealth Inc., has again been rated the number-one investment advisory firm in the 2022 Brokerage Report Card, conducted by industry publication, Investment Executive\u2014its third year in the coveted spot. 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