Wellington-Altus

Top-rated* investment dealer in Canada

Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada’s top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top Growing Companies**. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors, and their high-net-worth clients.

*Investment Executive 2026 Brokerage Report Card.

** Report on Business 2025 rankings.

Independent

Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.

Unconstrained

Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Our advisors are free to do what’s right for every client, every time.

Entrepreneurial

With an entrepreneurial culture, we’re better at business because we’re a firm built by advisors, for advisors. Our agile approach to technology means we always have the best platforms and solutions for our clients and advisors.

Recognized as one of Canada’s Top Growing Companies in 2023, 2024 and 2025 by The Globe and Mail for our three-year revenue growth.

Top-rated investment dealer in Canada seven years running in the 2026 Investment Executive Brokerage Report Card.

Investment Executive 2026 Brokerage Report Card

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.