True wealth is your ability to live the kind of life that you want, to reach the goals that you have set for yourself, your family and your business, and to create a legacy for the future that reflects your values.
Our top priority is providing you with solid advisory expertise and access to a team of experts who can help create solutions—from wealth planning and investment advisory services to estate planning and insurance strategies.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
We are recognized as the top-rated investment dealer in Canada in the 2024 Investment Executive Brokerage Report Card. Received top ratings in categories like products & support for high-net-worth clients, client onboarding tools and leadership team.
As the only firm to achieve a net promoter score of 100, it’s clear our advisors are engaged and happy to be building a home at Wellington-Altus.
Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.
Recognized as one of Canada’s Top Growing Companies in 2023 by the Globe and Mail for our three-year revenue growth.
Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.
Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.
