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.

Built by advisors, for advisors, find out what sets Wellington-Altus apart.

Our Unstoppable Momentum...

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In seven years, we’ve grown to more than $30 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?

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.

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Top-Rated Investment Dealer in Canada

We are recognized as the top-rated investment dealer by our advisors in the 2024 Investment Executive Brokerage Report Card, including top ratings in categories like receptiveness to advisor feedback, business development and marketing support, quality of firm’s product shelf and support for remote system access & transactions. 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.

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

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

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

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

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