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.