The accolades continue for our firm, as Wellington-Altus Private Wealth has once again been recognized as Canada’s top-rated investment dealer* for the fifth consecutive year.
Investment Executive’s 2024 Brokerage Report Card evaluates Canada’s leading investment dealers based on various criteria that are rated by a firm’s own advisors. Categories include receptiveness to advisor feedback, products and support for high-net-worth clients, financial planning support and technology, and leadership team. For more details, see the press release on our website.
These top results reflect Wellington-Altus’ innovative mindset and commitment to providing advisors with the autonomy and resources to operate in the best interests of clients. As the demand for technology-based, client-focused solutions continue to rise, we are proudly and uniquely equipped to meet these challenges, now and into the future.
Since joining Wellington-Altus, we have received unprecedented levels of support, which is precisely what our founders envisioned when they set out to revolutionize wealth management in Canada. The firm’s approach to putting clients and advisors first has made it one of Canada’s fastest-growing wealth management firms, as evidenced by the recent announcement that it surpassed $30 billion in assets under administration in just seven years.
We sincerely value having you on this journey with us. If you have questions or wish to discuss anything further, it would be my pleasure to share more about Wellington-Altus’ exciting story.
Best regards,
Mauro Private Wealth Management Group
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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 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.
*Investment Executive 2024 Brokerage Report Card.
