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* investment dealer in Canada. With more than $30 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 by the Globe and Mail for our three-year revenue growth.

WPA24 Winner_Trez Capital MultiOffice Advisor

Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.

5 Star Wealth Management Firm 2024

Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.

*All awards recognize Wellington-Altus Private Wealth Inc.

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.