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Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies.
With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients.
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.
*Investment Executive 2024 Brokerage Report Card
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.
Professional guidance for your wealth: Our team represents the top tier of wealth management, so you can be sure your financial strategies are personalized, closely monitored and comprehensive. Our team believes in making the world a better place one client at a time, by helping them realize financial success through achieving their goals sooner.
