A Partnership Model that Drives Growth

Why Partner with Wellington-Altus Private Counsel?

Transform your Practice

Free up time and enhance client experience by leveraging industry-leading technology and unparalleled corporate support.

Opportunity to Own Equity

Gain ownership of your practice while building wealth as an equity partner in one of the fastest-growing independent wealth management firms in Canada.

Advanced Wealth Planning

Target larger client mandates by leveraging in-house ultra-high-net-worth consultants via our dedicated Advanced Wealth Planning Group.

Create your Own Brand

Each advisory practice is unique, and we offer in-house marketing support so you can develop a unique online presence.

Freedom to Put Your Clients First

Escape mandated sales quotas. At Wellington-Altus, you can offer truly impartial wealth advice, tailored to every clients’ individual goals.

Take Your Practice to the Next Level with Wellington-Altus Private Counsel

Time + Resources = Scale

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.

Strong Economics

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.

Built by advisors, for advisors,
hear what sets us apart.

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