Our Story

Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is one of the fastest-growing wealth advisory companies in the country.

With more than $25 billion in assets under administration and offices across the country, we value being an independent firm that always puts the best interest of our clients first.

We’ve built a fresh culture around technology-enabled agility, client-focused services, investment advisor collaboration, and shared love for what we do. We’re bonded by our passion for paving a new road within the investment industry and together, we’re seeing the benefits of our forward- thinking approach.

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.


 

#1 Rated Investment Advisory Firm

 



Investment Executive 2023 Brokerage Report Card

Our Belief

We believe in making our clients lives better. We will build a plan to achieve our clients’ goals and provide them with peace of mind.