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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, 800+ 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.

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.

WP 5-Star Brokerage 2023

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

WPA23 - Gold Winner Medal_The Trez Capital Award for Multi-Office Advisor Network-Brokerage of the Year

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

WPA23 - Gold Winner Medal_The Wealhouse Capital Management Award for Employer of Choice

Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.

Winner's Seal CTGC
Recognized as one of Canada’s Top Growing Companies in 2023 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.

Want to learn more?