Wellington-Altus announces successful close of strategic minority investment from Kelso & Company
Wellington-Altus is pleased to announce the successful closing of its previously announced nearly $400 million CAD secondary minority common equity investment from Kelso & Company (“Kelso”), a leading U.S. private equity firm renowned for its commitment to employee ownership.
Wellington-Altus Founder and Chair Charlie Spiring named to the Manitoba Business Hall of Fame
Wellington-Altus is proud to learn that Charlie Spiring, Founder and Chair of the company, will be inducted into the prestigious Manitoba Business Hall of Fame in the spring of 2026.
Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management, Launching Global Equity Market Neutral
Independent Advisor Solutions (“iAS”) is excited to announce the launch of Global Equity Market Neutral (“GEMN”, pronounced “Gem”), the latest addition to its acclaimed MiBLOX suite. This launch marks a significant expansion of iAS’s strategic partnership with Goldman Sachs Asset Management (“GSAM”)
Wellington-Altus recognized as Canada’s top-rated investment dealer for sixth consecutive year
Wellington-Altus Private Wealth has been recognized as Canada’s top-rated investment dealer in the 2025 Brokerage Report Card for the sixth consecutive year.
Wellington-Altus Founder and Chair Charlie Spiring named to the Order of Manitoba
Wellington-Altus is pleased to learn that Charlie Spiring, Founder and Chair of the company, has been appointed to the prestigious Order of Manitoba.
Canadian Election Special Market Insights: Carney’s Canada
THE ILLUSION OF A REVIVAL OR A PRELUDE TO RECKONING? “I, however, place economy among the first and most important republican virtues, and public debt as the greatest of the dangers to be feared.” – Thomas Jefferson Download this PDF here. Now that the Canadian election is over and Mark Carney has won, the hard […]
Independent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; Continues Mission to Power Advisor Portfolios
Independent Advisor Solutions has announced the next phase in its exclusive retail partnership with Apollo, a leading provider of alternative assets and retirement solutions.
Federal Government Defers Capital Gains Inclusion Rate Increase to 2026
Download this PDF here. The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is now January 1, 2026. While […]
Independent Advisor Solutions Announces Exclusive Canadian Partnership with Apollo to Power Advisor Portfolios
WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, December 18, 2024 /CNW/ — Independent Advisor Solutions Inc. (Independent Advisor Solutions)—a wholly owned subsidiary of Wellington-Altus Financial Inc. (Wellington-Altus)—is pleased to announce an exclusive retail partnership with Apollo (NYSE: APO), a leading provider of alternative assets and retirement solutions. This latest collaboration reinforces Independent Advisor Solutions’ dedication to forming deep relationships with industry […]
2024 Fall Economic Statement
Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier that day, Chrystia Freeland resigned as Deputy Prime Minister and Minister of Finance. In her absence, FES 2024 was tabled, but not presented or […]
