Our independence remains our ‘secret sauce’, allowing us to attract the best and brightest advisors and empowering them to deliver unparalleled client support.

Charlie Spiring
Senior Wealth Advisor, Spiring Wealth Management
Wellington-Altus Private Wealth Inc.

Founder & Chair
Wellington-Altus Financial Inc.

I feel supported, motivated, free from bureaucracy, and aligned with partners who believe in independent advice that puts clients first.

Maili Wong
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth Inc.

Board Member
Wellington-Altus Financial Inc.

I love the entrepreneurial approach to building our business at Wellington-Altus. I feel like a true partner, building an awesome firm where the future is ours.

Gord Love
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth Inc.

The freedom, flexibility and support we receive for running our practice is unparalleled and enables us to put the needs of our clients above all else.

Sarah Jones
Senior Investment Advisor
Wellington-Altus Private Wealth Inc.

We are all partners, so everyone at the firm works to provide the best advice to clients. My practice has never flourished more than it has since joining Wellington.

Colin Ryan
Senior Portfolio Manager & Senior Wealth Advisor
Wellington-Altus Private Wealth Inc.

Vice-Chair
Wellington-Altus Financial Inc.

Our Unstoppable Momentum...

$ 0 B+

AUA

0 +

OFFICES

0 +

EMPLOYEES

In seven years, we’ve grown to more than $35 billion in AUA with 50+ offices, 850+ employees across Canada and continue to be recognized as the top-rated investment dealer in Canada* for the fifth year in a row. We’re attracting Canada’s top Investment Advisors and Portfolio Managers from coast to coast.

* Investment Executive 2024 Brokerage Report Card

Why Wellington?

Safety of Assets

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.

Outstanding Client Experience

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.

Independent

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.

Play

Top-rated investment dealer in Canada five years running in the 2024 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.

One of Canada’s Best Managed Companies four years running for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation. 5-Star Wealth Management Firm for excellence in supporting advisor business.

Recognized as one of Canada’s Top Growing Companies in 2023 and 2024 by the Globe and Mail for our three-year revenue growth.

This recognition is a true reflection of our unwavering commitment to attracting and retaining top-tier talent.

We treat our advisors the way you treat your best clients.

Shaun Hauser
Founder & CEO, Wellington-Altus Financial