{"id":779,"date":"2026-07-28T11:14:28","date_gmt":"2026-07-28T15:14:28","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/?page_id=779"},"modified":"2026-07-28T11:34:56","modified_gmt":"2026-07-28T15:34:56","slug":"about-wellington-altus-private-wealth","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/about-wellington-altus-private-wealth\/","title":{"rendered":"About Wellington-Altus Private Wealth"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"779\" class=\"elementor elementor-779\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c439aa4 e-con-full e-flex e-con e-parent\" data-id=\"c439aa4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;none&quot;,&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-e64833e e-con-full e-flex e-con e-child\" data-id=\"e64833e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46e83b4 elementor-widget elementor-widget-heading\" data-id=\"46e83b4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Wellington-Altus<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b1a749 elementor-widget elementor-widget-heading\" data-id=\"7b1a749\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Top-rated* investment dealer in Canada<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f7c341d e-flex e-con-boxed e-con e-parent\" data-id=\"f7c341d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e2485dd e-con-full e-flex e-con e-child\" data-id=\"e2485dd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d57c147 elementor-widget elementor-widget-text-editor\" data-id=\"d57c147\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada&#8217;s top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada\u2019s 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e4518c1 elementor-widget elementor-widget-text-editor\" data-id=\"e4518c1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><em>*Investment Executive 2026 Brokerage Report Card.<\/em><\/p><p><em>** Report on Business 2025 rankings.<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-d40128e e-con-full e-flex e-con e-child\" data-id=\"d40128e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c96f40d elementor-widget elementor-widget-heading\" data-id=\"c96f40d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Independent<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-89b6707 elementor-widget elementor-widget-text-editor\" data-id=\"89b6707\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tOur independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don\u2019t want the constraints of large corporate systems and requirements.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4d03398 elementor-widget elementor-widget-heading\" data-id=\"4d03398\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Unconstrained<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0713038 elementor-widget elementor-widget-text-editor\" data-id=\"0713038\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tClients come first\u2014not 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\u2019s right for every client, every time.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-05e0ff2 elementor-widget elementor-widget-heading\" data-id=\"05e0ff2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Entrepreneurial<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32c5dcd elementor-widget elementor-widget-text-editor\" data-id=\"32c5dcd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>With an entrepreneurial culture, we\u2019re better at business because we\u2019re 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9421219 e-flex e-con-boxed e-con e-parent\" data-id=\"9421219\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-9ee2eb8 e-con-full e-flex e-con e-child\" data-id=\"9ee2eb8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-69fa7c0 elementor-widget elementor-widget-image\" data-id=\"69fa7c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1240\" height=\"561\" src=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/8391_CTGC_2025_SEAL_RGB_EN_EC.png\" class=\"attachment-full size-full wp-image-788\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/8391_CTGC_2025_SEAL_RGB_EN_EC.png 1240w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/8391_CTGC_2025_SEAL_RGB_EN_EC-300x136.png 300w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/8391_CTGC_2025_SEAL_RGB_EN_EC-1024x463.png 1024w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/8391_CTGC_2025_SEAL_RGB_EN_EC-768x347.png 768w\" sizes=\"(max-width: 1240px) 100vw, 1240px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-43cd0f3 elementor-widget elementor-widget-text-editor\" data-id=\"43cd0f3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Recognized as one of\u00a0<strong>Canada\u2019s Top Growing Companies<\/strong>\u00a0in 2023, 2024 and 2025 by The Globe and Mail for our three-year revenue growth.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f706183 e-con-full e-flex e-con e-child\" data-id=\"f706183\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cdec659 elementor-widget elementor-widget-image\" data-id=\"cdec659\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"300\" height=\"97\" src=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/Investment-Executive-logo.png\" class=\"attachment-large size-large wp-image-789\" alt=\"\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b2fdfdc elementor-widget elementor-widget-text-editor\" data-id=\"b2fdfdc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Top-rated investment dealer in Canada<span data-redactor-style-cache=\"color: var(--warning-color);\">\u00a0seven\u00a0<\/span>years running<\/strong>\u00a0in the\u00a0<a href=\"https:\/\/wellington-altus.ca\/wellington-altus-surpasses-50b-aua-recognized-as-canadas-top-rated-investment-dealer-for-seventh-year\/\"><span data-redactor-style-cache=\"color: var(--warning-color);\">2026<\/span>\u00a0Investment Executive Brokerage Report Card<\/a>.<\/p><p><em>Investment Executive 2026 Brokerage Report Card<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a0f140e e-con-full e-flex e-con e-child\" data-id=\"a0f140e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fc56772 elementor-widget elementor-widget-image\" data-id=\"fc56772\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"700\" height=\"700\" src=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/WPA24-Winner_Trez-Capital-MultiOffice-Advisor.jpg\" class=\"attachment-large size-large wp-image-790\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/WPA24-Winner_Trez-Capital-MultiOffice-Advisor.jpg 700w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/WPA24-Winner_Trez-Capital-MultiOffice-Advisor-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/WPA24-Winner_Trez-Capital-MultiOffice-Advisor-150x150.jpg 150w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d6f0099 elementor-widget elementor-widget-text-editor\" data-id=\"d6f0099\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Named <strong><span dir=\"ltr\" role=\"presentation\">Brokerage <\/span><span dir=\"ltr\" role=\"presentation\">of the Year<\/span>\u00a0<\/strong>for our employee value proposition, advisor retention, client service, digital platforms and innovation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-49f8af6 e-con-full e-flex e-con e-child\" data-id=\"49f8af6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-30fce62 elementor-widget elementor-widget-image\" data-id=\"30fce62\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"700\" src=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/5-Star-Wealth-Management-Firm-2024.jpg\" class=\"attachment-large size-large wp-image-791\" alt=\"\" srcset=\"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/5-Star-Wealth-Management-Firm-2024.jpg 700w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/5-Star-Wealth-Management-Firm-2024-300x300.jpg 300w, https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-content\/uploads\/sites\/287\/2026\/07\/5-Star-Wealth-Management-Firm-2024-150x150.jpg 150w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-64fb431 elementor-widget elementor-widget-text-editor\" data-id=\"64fb431\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Awarded <strong>5-Star Wealth Management Firm<\/strong>\u00a0for excellence in key areas supporting advisors\u2019 businesses.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Wellington-Altus Top-rated* investment dealer in Canada Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada&#8217;s top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada\u2019s 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 [&hellip;]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-779","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages\/779","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/comments?post=779"}],"version-history":[{"count":37,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages\/779\/revisions"}],"predecessor-version":[{"id":825,"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/pages\/779\/revisions\/825"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/marchewealthmanagement\/wp-json\/wp\/v2\/media?parent=779"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}