In five years, we’ve grown to more than $20 billion in AUA with 40 offices, nearly 650 employees across Canada and ranking as the #1 wealth advisory firm In Canada* for the third year in a row. We’re attracting Canada’s top Investment Advisors and Portfolio Managers from coast to coast.
* Investment Executive 2022 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, conflicts or competing interests. 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 2022 Investment Executive Brokerage Report Card, including top ratings in categories like Freedom to Make Objective Product Choices, Business Development Support, Social Media Support, and Corporate Culture. 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.
Rated #1 wealth advisory firm in Canada and the only firm to receive NPS score of 100.
Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.
Named Brokerage of the Year. Excellence Awardee for Most Innovative Use of WealthTech.
This recognition is a true reflection of our unwavering commitment to attracting and retaining top-tier talent.