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.
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 & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor & Senior Portfolio Manager
Wellington-Altus Private Wealth
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Investment Advisor & Associate Portfolio Manager
Wellington-Altus Private Wealth
Investment Associate, Mutual Funds Only
Wellington-Altus Private Wealth
Senior Wealth Advisor & Portfolio Manager
Wellington-Altus Private Wealth
Wellington-Altus, parent company to Canada’s top-rated* investment dealer, has announced a new credit facility from credit funds managed by Ares Management that provides Wellington-Altus with access to significant capital as it continues its growth trajectory.
Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.
Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated* investment dealer, has announced the acquisition of investment management firm, Wickham Investment Counsel Inc. (Wickham), located in Hamilton and Burlington, Ontario.
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.
