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Our Unstoppable Momentum...

$ 0 B

AUM

0

OFFICES

0

EMPLOYEES

# 50

FIRM*

In four years, we’ve grown to nearly $20 billion in AUM with 34 offices, nearly 500 employees across Canada and back-to-back rankings as the #1 investment advisory firm In Canada.* We’re attracting Canada’s top Investment Advisors and Portfolio Managers from coast-to-coast.

* Investment Executive 2021 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, 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.

#1 Investment Advisory Firm in Canada

We secured the number one spot in the Investment Executive Brokerage Report Card, as well as top rankings in every category, including firm ethics, reputation with clients and prospects, products, and support for high-net-worth clients. 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 investment advisory firm in Canada (first in all 31 categories) and the only firm to receive NPS score of 100.

Named one of Canada’s Best Managed Companies for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Selected as a 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

Secured the Excellence Award for Brokerage of the Year. Also received this distinction for Digital Innovator of the Year, and Employer of Choice.

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

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