Free up time and enhance client experience by leveraging industry-leading technology and unparalleled corporate support.
Gain ownership of your practice while building wealth as an equity partner in one of the fastest-growing independent wealth management firms in Canada.
Target larger client mandates by leveraging in-house ultra-high-net-worth consultants via our dedicated Advanced Wealth Planning Group.
Each advisory practice is unique, and we offer in-house marketing support so you can develop a unique online presence.
Escape mandated sales quotas. At Wellington-Altus, you can offer truly impartial wealth advice, tailored to every clients’ individual goals.
Free up your time to manage and grow your practice while receiving a meaningful call option on the value of your partnership via ownership in our firm.
Active Partnership leading to reduction in overall operating costs including lease, payroll, office expenses, marketing, technology savings on hardware and pricing for PM and CRM software.