{"id":2363,"date":"2025-02-05T23:24:09","date_gmt":"2025-02-05T23:24:09","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/?p=2363"},"modified":"2025-02-06T23:25:07","modified_gmt":"2025-02-06T23:25:07","slug":"independent-advisor-solutions-adds-to-exclusive-canadian-retail-partnership-with-apollo-continues-mission-to-power-advisor-portfolios","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2025\/02\/05\/independent-advisor-solutions-adds-to-exclusive-canadian-retail-partnership-with-apollo-continues-mission-to-power-advisor-portfolios\/","title":{"rendered":"Independent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; Continues Mission to Power Advisor Portfolios"},"content":{"rendered":"

WINNIPEG<\/strong>, TORONTO,\u00a0and\u00a0MONTR\u00c9AL<\/strong>,\u00a0Wednesday, Feb. 5, 2025\u00a0\/CNW\/ \u2014 Independent Advisor Solutions Inc. (Independent Advisor Solutions)\u2014a wholly owned subsidiary of Wellington-Altus Financial Inc. (Wellington-Altus)\u2014has announced the next phase in its exclusive retail partnership with Apollo (NYSE: APO), a leading provider of alternative assets and retirement solutions.<\/p>\n

Independent Advisor Solutions is excited to launch an additional \u201cMiBLOX\u201d fund in the first quarter of this year, providing exclusive Canadian retail access to the Apollo Diversified Credit Fund (\u201cADCF\u201d), a diversified, global credit strategy that takes a multi-asset approach to private and public debt.<\/p>\n

This latest development follows strategic collaborations with\u00a0BlackRock<\/a>\u00a0and\u00a0Goldman Sachs<\/a>\u00a0and builds on a previously announced partnership providing exclusive Canadian retail access to Apollo\u2019s private markets platform through\u00a0Apollo Aligned Alternatives<\/a>\u00a0(AAA).<\/p>\n

\u201cOur goal is to power advisor portfolios and their personal brand, which includes the support of thoughtfully curated and thoroughly vetted managers who are amongst the very best at what they do, and Apollo is our latest example of this,\u201d said Jon Kilfoyle, President of Independent Advisor Solutions. \u201cOur collaborations with leading global asset managers create powerful opportunities for advisors to serve their clients and drive the growth of their practice.\u201d<\/p>\n

\u201cThis is another example of Apollo\u2019s commitment to helping advisors and clients build out private markets exposure in their portfolios,\u201d said Stephanie Drescher, Partner and Chief Client and Product Development Officer at Apollo. \u201cOur partnership with the Independent Advisor Solutions team can further empower investors in the Canadian market through access to Apollo\u2019s differentiated suite of solutions.\u201d<\/p>\n

Independent Advisor Solutions is committed to providing unique answers for advisors that help them differentiate from the rest of the Canadian marketplace and deliver access to world-class expertise and resources.<\/p>\n

To find out more about Independent Advisor Solutions, please visit\u00a0IndependentAdvisorSolutions.ca<\/a>.<\/p>\n

About Independent Advisor Solutions Inc.<\/strong><\/p>\n

Independent Advisor Solutions Inc. offers unique solutions for advisors through sub-advisory oversight of multi-asset model-based portfolios (MiMODEL), and provides access to exclusive investment funds (MiBLOX, MiFUND). Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Qu\u00e9bec, and British Columbia.<\/p>\n

About Wellington-Altus Financial Inc.<\/strong><\/p>\n

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.\u2014the top-rated* investment dealer in Canada and one of Canada\u2019s Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.<\/p>\n

*Investment Executive 2024 Brokerage Report Card.<\/em><\/p>\n

Media Inquiries:<\/strong><\/p>\n

Kristy Kenny<\/p>\n

Associate Vice-President, Marketing Communications<\/p>\n

Wellington-Altus<\/p>\n

647.977.2069<\/p>\n

Kristy.Kenny@Wellington-Altus.ca<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Independent Advisor Solutions has announced the next phase in its exclusive retail partnership with Apollo, a leading provider of alternative assets and retirement solutions.<\/p>\n","protected":false},"author":165,"featured_media":388,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","content-type":"","footnotes":""},"categories":[28],"tags":[],"class_list":["post-2363","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"\nIndependent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; Continues Mission to Power Advisor Portfolios - Lakeview Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/lakeview-wealth-management\/2025\/02\/05\/independent-advisor-solutions-adds-to-exclusive-canadian-retail-partnership-with-apollo-continues-mission-to-power-advisor-portfolios\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Independent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; 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