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Wellington-Altus Recognized as Canada’s Top-Rated Investment Dealer for Fifth Consecutive Year
Wellington-Altus has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year in the 2024 Brokerage Report Card.
Independent wealth management puts clients first in a way that large corporate institutions just can’t. Independent advisors are motivated because they’re not tied to selling bundled investments or meeting sales quotas. Instead, they can focus on delivering financial advice to clients and managing their assets on world-class platforms.
Charlie Spiring, ICD.D
Founder & Chair, Wellington-Altus Financial Inc.
Senior Wealth Advisor, Spiring Wealth Management, Wellington-Altus Private Wealth Inc.
Our independence allows us to be objective and impartial. Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements.
Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive. Our advisors are free to do what’s right for every client, every time.
With an entrepreneurial culture, we’re better at business because we’re a firm built by advisors, for advisors. Our agile approach to technology means we always have the best platforms and solutions for our clients and advisors.
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor
Wellington-Altus Private Wealth
Senior Investment Advisor
Wellington-Altus Private Wealth
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Associate Vice-President, Advanced Wealth Planning
Wellington-Altus Financial
Wellington-Altus has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year in the 2024 Brokerage Report Card.
In the complex arena of global finance, as in geopolitics, strategic positioning can be just as crucial as raw power. This insight comes from Polish-American diplomat and political scientist Zbigniew Brzezinski in his book The Grand Chessboard, which offers a compelling parallel to the world of investing. Brzezinski’s analogy paints a vivid picture where nations are likened to chess pieces, with their geographic locations and potential weaknesses playing a pivotal role in the grand strategy of international relations.
Wellington-Altus has exceeded the remarkable milestone of $30 billion in assets under administration (AUA) in just seven years since inception, continuing its parabolic growth.
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.
An option that focuses on providing advice about managing wealth for clients. Advisor fee is based on portfolio value rather than commissions.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.