#1 Wealth Advisory Firm In Canada

Founded in 2017, Wellington-Altus PrivateWealth Inc. (Wellington-Altus) is the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 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 2023 Brokerage Report Card.

Rated the #1 wealth advisory company in Canada in the 2023 Investment Executive Brokerage Report Card. The only firm to achieve a net promoter score of 100.

Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.

Named Employer of Choice for building a workplace with an energetic and collaborative culture that supports career growth.

#1 Wealth Advisory Firm In Canada

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