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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.
The Maradona & Cantillon Effects: 2022 — The Year of The Fed! Download this article as a PDF. “I am Maradona, who makes goals, who
WINNIPEG, TORONTO, MONTREAL, and CHICAGO, December 14, 2021—Wellington-Altus Financial Inc. (Wellington-Altus), the number-one wealth advisory company in Canada*, and Envestnet, Inc., a leading provider of intelligent
The Law of the Hammer: A Volcker Shock in 2022? Download this article as a PDF. “It’s burning down the house to roast the pig.”
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.
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