{"id":2317,"date":"2021-10-29T09:00:35","date_gmt":"2021-10-29T14:00:35","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/spiring\/?p=2317"},"modified":"2021-11-08T11:04:53","modified_gmt":"2021-11-08T17:04:53","slug":"wellington-altus-advisors-among-canadas-best-in-new-top-wealth-advisor-ranking","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/spiring\/2021\/10\/29\/wellington-altus-advisors-among-canadas-best-in-new-top-wealth-advisor-ranking\/","title":{"rendered":"Wellington-Altus Advisors Among Canada\u2019s Best in New Top Wealth Advisor Ranking"},"content":{"rendered":"

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WINNIPEG<\/strong>,\u00a0TORONTO\u00a0<\/strong>and\u00a0MONTREAL<\/strong>, October 29, 2021\/CNW\/ \u2013 Wellington-Altus Financial Inc. (Wellington-Altus) proudly announces that nine of the firm\u2019s investment advisors have been recognized on the Globe and Mail\u2019s inaugural ranking of Canada\u2019s Top Wealth Advisors, a new annual list designed to celebrate excellence in the industry and help investors identify what greatness looks like when it comes to financial expertise.<\/p>\n

\u201cIt is no secret that Wellington-Altus is home to the best investment advisors in our industry and our multiple recognitions reinforce the calibre of our team,\u201d said Shaun Hauser, Founder & President, Wellington-Altus. \u201cI am so proud of our winning advisors and want to thank them for the role they continue to play in the continued success of our firm.\u201d<\/p>\n

Canada\u2019s Top Wealth Advisors is produced by The Globe and Mail and SHOOK Research, who jointly built ranking parameters to identify the country\u2019s best-in-class financial advisors. Winning factors include industry experience, client services, revenue trends, assets under management, and compliance records. An advisory board of senior leaders from Canada\u2019s financial services companies also weighed into the new program.<\/p>\n

The entire firm would like to congratulate the 2021 Canada\u2019s Top Wealth Advisors winners from our Wellington-Altus Private Wealth team:<\/p>\n

\u2022 Charlie Spiring, Founder, Chairman & Senior Investment Advisor
\n\u2022 Todd Degelman, Founder, Vice-Chairman & Senior Investment Advisor
\n\u2022 Maili Wong, Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager
\n\u2022 Craig Baun, Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager
\n\u2022 Gord Love, Executive Vice-President, Senior Portfolio Manager
\n\u2022 Rod Mahrt, Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager
\n\u2022 Colin Ryan, Executive Vice-President, Senior Portfolio Manager
\n\u2022 Dean Bradshaw, Executive Vice-President, Senior Investment Advisor
\n\u2022 Andrew Greene, Founder, Executive Vice-President & Senior Investment Advisor<\/p>\n

All advisors were nominated by their firms, clients, or peers, and validated through surveys, due diligence interviews, and data verification.<\/p>\n

\u201cI am honoured to be in the ranks alongside my colleagues and friends at Wellington,\u201d said Spiring, a 2021 Top Wealth Advisor. \u201cOur team\u2019s expertise and dedication to our clients are second to none, and it feels great to be recognized for that. Congratulations to everyone who made the list!\u201d<\/p>\n

As the top independent wealth management firm in the country*, Wellington-Altus is attracting Canada\u2019s top investment advisors and portfolio managers from coast to coast. If independence is your future, visit\u00a0www.join-wellington.ca<\/a>\u00a0to connect with our Corporate Development team.<\/p>\n

About Wellington-Altus Financial Inc.<\/strong>
\nFounded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth\u2014the top-rated* wealth advisory company in Canada and one of Canada\u2019s Best Managed Companies. With nearly $20 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 2021 Brokerage Report Card.<\/p>\n

For media inquiries:<\/strong>
\nSara Howe
\nSenior Manager, Communications
\n647-966-7112 |\u00a0Sara.Howe@wprivate.ca<\/p>\n","protected":false},"excerpt":{"rendered":"

  WINNIPEG,\u00a0TORONTO\u00a0and\u00a0MONTREAL, October 29, 2021\/CNW\/ \u2013 Wellington-Altus Financial Inc. (Wellington-Altus) proudly announces that nine of the firm\u2019s investment advisors have been recognized on the Globe and Mail\u2019s inaugural ranking of Canada\u2019s Top Wealth Advisors, a new annual list designed to celebrate excellence in the industry and help investors identify what greatness looks like when it […]<\/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-2317","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\/2317","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=2317"}],"version-history":[{"count":2,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/posts\/2317\/revisions"}],"predecessor-version":[{"id":2320,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/posts\/2317\/revisions\/2320"}],"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=2317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/categories?post=2317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/spiring\/wp-json\/wp\/v2\/tags?post=2317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}