In six years, we’ve grown to more than $25 billion in AUA with 45+ offices, 800+ employees across Canada and ranking as the #1 wealth advisory firm In Canada* for the fourth year in a row. We’re attracting Canada’s top Investment Advisors and Portfolio Managers from coast to coast.
* Investment Executive 2023 Brokerage Report Card
At Wellington-Altus, you get the best of both worlds: truly independent objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank. Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.
At Wellington-Altus, we embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our clients and advisors. We have partnered with leading-edge providers to deliver best-in-class technology and platforms and have access to some of the best money management solutions in Canada. Being fully operational with remote access means our advisors can seamlessly service clients anytime, from anywhere.
We offer objective and impartial wealth advice with no sales quotas. Our agile approach to the complex needs of high-net-worth clients, recognizes that wealth management has evolved from selling cookie-cutter solutions, to specialized service and independent advice.
Our advisors are free to do what is best for their clients, every time.
We secured the #1 spot in the 2023 Investment Executive Brokerage Report Card, including top ratings in categories like freedom to make product choices, business development support and social media training and compliance. As the only firm to achieve a net promoter score of 100, it is clear that our advisors are engaged and happy to be building a home at Wellington-Altus.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
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.
This recognition is a true reflection of our unwavering commitment to attracting and retaining top-tier talent.