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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 Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in consolidated 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.
Founded in 2017, Wellington-Altus Private Wealth (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.”
Founder & President
Wellington-Altus Private Counsel was launched in February 2020 as the firm’s Investment Counsel Portfolio Manager division. Registered as a Portfolio Manager (PM) and Investment Fund Manager (IFM), Wellington-Altus Private Counsel portfolio managers offer an independent and agnostic approach to managing wealth. 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.
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.
We do insurance differently. We don’t look for ways to sell product – we find opportunities to improve client outcomes. We don’t have targets and revenue expectations. We genuinely believe that clients deserve to be treated with respect. We work as a team to find the best opportunities for clients to save money, reduce taxes and enhance their overall lifestyle – now and in the future.
We provide peace of mind. For clients, it’s knowing that they are protected. For advisors, it’s knowing that the proper solution was recommended. It is of the utmost importance to us that clients not only understand what they have, but why they have it.
We operate independently with no ties to specific products or sales targets. We strive to understand what is important to our clients and find ways to protect and enhance not only their current lifestyle, but that of future generations.
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.
© 2021 Wellington-Altus Financial Inc., All rights reserved.