Top-rated* investment dealer in Canada

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 $30 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.

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

Recognized as the top-rated* investment dealer in Canada in the 2024 Investment Executive Brokerage Report Card. Received top ratings in categories like products & support for high-net-worth clients, client onboarding tools and leadership team.

*Investment Executive 2024 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.