We are investment professionals and entrepreneurs who value an independent approach to investing and wealth management.
It’s an approach that puts clients first.
Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $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 2022 Brokerage Report Card.
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
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.
“We’ve built a fresh culture around technology-enabled agility, client-focused service, investment advisor collaboration, and a shared love for what we do. We’re bonded by our passion for paving a new road within the investment industry and together, we’re seeing the benefits of our forward-thinking approach.”
Co-Founder & CEO, Wellington-Altus Financial Inc.
Wellington-Altus Private Counsel portfolio managers provide an independent and agnostic approach to managing wealth. We differ by utilizing a planning-led approach where we partner with clients in identifying specific goals for your wealth, followed by the design of a road map on how best to achieve these objectives while taking as little risk as possible.
Our independence provides us with more agility and opens us up to a wider range of investment options, including access to some of the best institutional money managers around the globe via segregated and tactically managed unified accounts. Client accounts can vary in complexity and we use a range of strategies to minimize tax implications of transitioning an existing portfolio, which can also benefit those seeking a high level of customization.
As our client, we will work with you to instill confidence that your wealth will last for your lifetime and beyond.
Wellington-Altus USA—a wholly owned Canadian subsidiary of Wellington-Altus Financial—allows Wellington-Altus advisors the ability to offer Managed Accounts to U.S. clients or to Canadian clients with U.S. domiciled accounts. We set out to put our clients’ needs first and this platform allows our advisors to provide clients with a complete wealth management offering regardless of which side of the border you reside. Wellington-Altus USA custody services are provided by RBC Advisor Services, a division of RBC Capital Markets LLC—a wholly owned subsidiary of Royal Bank of Canada, which is one of the five largest banks in North America.
Tailoring solutions to clients is what we do. With Wellington-Altus USA, we know it’s not just about returns, it’s about more, and we give clients different pathways to achieving peace of mind through different options.
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.
We genuinely believe our clients deserve respect and as such, our recommended strategies and solutions must be in your best interests. We are not looking to sell a product. Rather, to us, insurance is introduced to address a client’s need or identify an opportunity to improve a client’s outcome.
From a personal or corporate perspective, insurance can be used to create or protect income and/or cash flow, business operations, preserve hard-earned wealth capital, facilitate succession planning, and also accomplish philanthropic wishes – now and in the future.
We provide peace of mind. It is paramount that our clients not only understand what insurance solutions you can have in place, but also the reasons why. We strive to understand what is important to our clients and find ways to protect and enhance not only your current lifestyle, but that of their future generations.
Wellington-Altus Group Solutions combines the capabilities of a top-tier consulting practice with the service excellence of a boutique firm. Our holistic approach to group retirement and benefits provides white-glove support for plan sponsors, while delivering independent and objective advice to individual plan members. We partner with successful organizations from across the country, adding value through consulting expertise, advocacy, and stewardship.
Wellington-Altus advisors work to deliver in-depth guidance and solutions tailored to each client’s needs.
We aim to help clients preserve and grow wealth in every aspect. With access to a full range of wealth management solutions, clients can feel secure about their future.
What sets us apart from the competition in wealth management.
What you can expect when you ask us to manage your wealth.
Meet our founding Management Team and Board of Directors.