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Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* investment dealer in Canada and one of Canada’s 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 their high-net-worth clients.
*Investment Executive 2024 Brokerage Report Card.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Traditional Brokerage
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.
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.
