U.S. Election Special Market Insights: American System 2.0
A Trump Victory – Propelling the U.S. into a New Gilded Age “Let us be brave in the face of hazards. Let us not fear wrongs, or wounds, or bonds, or poverty.” – Lucius Annaeus Seneca Download this PDF here. As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not […]
Wellington-Altus Ranked One of Canada’s Top Growing Companies
WINNIPEG, TORONTO, and MONTRÉAL, September 27, 2024 /CNW/ — Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated investment dealer*, today announced its placement on The Globe and Mail’s list of Canada’s Top Growing Companies for 2024—the second consecutive year the firm has earned this recognition, demonstrating its impressive growth trajectory. Since its genesis in April 2017, […]
How to navigate real estate as part of family wealth transfers
Transferring real estate holdings within families is often complex. But whether it’s the disposition of a primary home, cottage or rental property, the process is one more Canadians and their financial professionals will have to plan for extensively. Read full article here.
Wellington-Altus Recognized as Canada’s Top-Rated Investment Dealer for Fifth Consecutive Year
Wellington-Altus has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year in the 2024 Brokerage Report Card.
Wellington-Altus Surpasses $30 Billion AUA Milestone, Continues Exponential Growth Trajectory
Wellington-Altus has exceeded the remarkable milestone of $30 billion in assets under administration (AUA) in just seven years since inception, continuing its parabolic growth.
Wellington-Altus Attracts Additional Capital to Fuel Parabolic Growth
(Wellington-Altus), parent company to Canada’s top-rated wealth management company*, announced today that it has attracted $40 million in a second-round growth equity investment from The Cynosure Group (Cynosure).
Wellington-Altus Ranked One of Canada’s Top Growing Companies
Wellington-Altus Financial Inc., parent company to the number-one wealth advisory firm in Canada, * has today announced its inaugural placement on Globe and Mail’s list of
Wellington-Altus Ranked #1 Investment Firm in Canada
Wellington-Altus Financial Inc. today announced that its private wealth division, Wellington-Altus Private Wealth Inc., has retained its top spot as Canada’s number-one investment advisory firm in the 2023 Brokerage Report Card, for the fourth consecutive year.
Top Wealth Advisory Firm in Canada
We are honoured to be recognized as a 5-Star Brokerage for 2023 by Wealth Professional Canada Magazine for the third year in a row! Click here to read further!
