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Free up time and enhance client experience by leveraging industry-leading technology and unparalleled corporate support.
Gain ownership of your practice while building wealth as an equity partner in one of the fastest-growing independent wealth management firms in Canada.
Target larger client mandates by leveraging in-house ultra-high-net-worth consultants via our dedicated Advanced Wealth Planning Group.
Each advisory practice is unique, and we offer in-house marketing support so you can develop a unique online presence.
Escape mandated sales quotas. At Wellington-Altus, you can offer truly impartial wealth advice, tailored to every clients’ individual goals.
Wellington-Altus Private Counsel is part of the Wellington-Altus Financial Inc. group of companies, parent company to Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada. With more than $35 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.
*Investment Executive 2024 Brokerage Report Card.
Recognized as the top-rated investment dealer in Canada by our Wellington-Altus Private Wealth advisors in the 2024 Investment Executive Brokerage Report Card and the only firm to receive 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.
Recognized as one of Canada’s Top Growing Companies in 2023 and 2024 by The Globe and Mail for our three-year revenue growth.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
*All awards recognize Wellington-Altus Private Wealth Inc.
Free up your time to manage and grow your practice while receiving a meaningful call option on the value of your partnership via ownership in our firm.
Active Partnership leading to reduction in overall operating costs including lease, payroll, office expenses, marketing, technology savings on hardware and pricing for PM and CRM software.
Schedule a confidential, no strings attached conversation to find out how we can help you take control of your career and reach the next level. We understand the importance of discretion, and our team will connect with you on your schedule, through your preferred mode of communication with complete confidentiality.