WINNIPEG, May 1, 2020 \/CNW\/ \u2014 Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive.<\/p>\n
The results are a true reflection of Wellington-Altus\u2019 unwavering commitment to attracting and retaining top-tier talent across the board.<\/p>\n
\u201cWe\u2019ve built a fresh culture around technology-enabled agility, client-focused services, investment advisor collaboration, and a shared love for what we do. We\u2019re bonded by our passion for paving a new road within the investment industry and together, we\u2019re seeing the benefits of our forward-thinking approach,\u201d said Wellington-Altus Founder & President, Shaun Hauser.
\nThe Brokerage Report Card measures Canada\u2019s top investment firms on the basis of several criteria including advisor support, product selection and corporate stability.<\/p>\n
In its Brokerage Report Card debut, Wellington-Altus secured the number one spot overall as well as number one rankings in a majority of the categories, including: strategic focus, receptiveness to advisor feedback, support for mobile technology and the mobile advisor, support for using social media, products and support for high-net-worth clients, support for developing a financial plan for clients, marketing support, and corporate culture. Wellington-Altus was also tied for top marks in firm\u2019s stability and advisor\u2019s relationship with compliance department.<\/p>\n
As the only firm to achieve a net promoter score of 100, it is clear that advisors are engaged and happy to be building a home at Wellington-Altus.<\/p>\n
\u201cI love being at Wellington-Altus because I feel supported, motivated, free from bureaucracy, and aligned with partners who believe in independent advice that puts clients first,\u201d shared Maili Wong, Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager at Wellington-Altus.<\/p>\n
\u201cI love the entrepreneurial approach to building our business at Wellington-Altus. Our clients benefit on a number of fronts and the Rosedale Family Office is stronger than ever. I feel like a true partner, building an awesome firm where the future is ours,\u201d added Executive Vice-President & Senior Portfolio Manager, Gord Love.<\/p>\n
On their leading performance in the Brokerage Report Card, Wellington-Altus Founder & Chairman, Charlie Spiring said, \u201cWhen we set out three years ago on this journey, we were driven to simply build the best environment for advisors: to excel, to service their clients with objective advice, to control their own destiny, and to have a lot of fun. I think we\u2019ve accomplished that.\u201d<\/p>\n
About Wellington-Altus Private Wealth<\/strong> Media contact:<\/strong> WINNIPEG, May 1, 2020 \/CNW\/ \u2014 Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive. The results are a true reflection of Wellington-Altus\u2019 unwavering commitment to attracting and retaining top-tier talent across the board. \u201cWe\u2019ve built a fresh culture […]<\/p>\n","protected":false},"author":1,"featured_media":1202,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":""},"categories":[1],"tags":[],"class_list":["post-1170","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"acf":[],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/posts\/1170","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/comments?post=1170"}],"version-history":[{"count":1,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/posts\/1170\/revisions"}],"predecessor-version":[{"id":1171,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/posts\/1170\/revisions\/1171"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/media\/1202"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/media?parent=1170"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/categories?post=1170"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/tags?post=1170"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nFounded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is one of the fastest-growing wealth advisory companies in Canada. With approximately $10 billion in assets under administration, and offices across the country, Wellington-Altus identifies with larger, independently focused investment advisors and their private clients.<\/p>\n
\nDanielle Nichol
\nSenior Vice-President, Marketing
\nWellington-Altus Private Wealth
\nTel: 416-369-6215
\nEmail: Danielle.Nichol@wprivate.ca<\/p>\n","protected":false},"excerpt":{"rendered":"