Gain Independence and Grow Your Wealth Management Practice

Why Partner with Wellington-Altus Private Counsel?

Transform your Practice

Free up time and enhance client experience by leveraging industry-leading technology and unparalleled corporate support.

Opportunity to Own Equity

Gain ownership of your practice while building wealth as an equity partner in one of the fastest-growing independent wealth management firms in Canada.

Advanced Wealth Planning

Target larger client mandates by leveraging in-house ultra-high-net-worth consultants via our dedicated Advanced Wealth Planning Group.

Create your Own Brand

Each advisory practice is unique, and we offer in-house marketing support so you can develop a unique online presence.

Freedom to Put Your Clients First

Escape mandated sales quotas. At Wellington-Altus, you can offer truly impartial wealth advice, tailored to every clients’ individual goals.

Built by advisors, for advisors, hear what sets us apart.

In Good Company

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* wealth advisory company in Canada. With more than $25 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 2023 Brokerage Report Card.

Wellington-Altus Private Wealth was rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card and the only firm to receive a Net Promotor Score of 100.

Wellington-Altus Private Wealth recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Wellington-Altus Private Wealth 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.

Wellington-Altus Private Wealth recognized as one of Canada’s Top Growing Companies in 2023 by the Globe and Mail for our three-year revenue growth.

Take Your Practice to the Next Level with Wellington-Altus Private Counsel

Time + Resources = Scale

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.

Strong Economics

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.

We can’t wait to hear what success looks like to you

What to learn more?

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.