WHY WELLINGTON-ALTUS PRIVATE WEALTH?​

Wellington-Altus was built by experienced independent advisors to better serve clients through a holistic approach to financial planning, investment and protection.

SAFETY OF ASSETS

At Wellington-Altus, you get the best of both worlds: truly independent and objective advice with big bank safety. We have rock-solid financial stability with the security of a Schedule 1 bank. Clients can invest with confidence knowing that National Bank Independent Network (NBIN), a division of National Bank of Canada, ensures the safe custody of all assets and performs our back-office services.

INDEPENDENT

We offer objective and impartial wealth advice with no sales quotas, conflicts or competing interests. Our agile approach to the complex needs of high-net-worth clients recognizes that wealth management has evolved from selling cookie-cutter solutions, to specialized service and independent advice. Our advisors are free to do what is best for their clients, every time.

OUTSTANDING CLIENT EXPERIENCE

At Wellington-Altus, we embrace innovation, value the importance of investing in technology, and believe in having the best of what’s available for our clients and advisors. We have partnered with leading-edge providers to deliver best-in-class technology and platforms, and have access to some of the best money management solutions in Canada. Being fully operational with remote access means our advisors can seamlessly service clients anytime, from anywhere.

#1 Wealth Advisory in Canada

Our top results are a true reflection of our unwavering commitment to attracting and retaining top-tier talent across the board.

In our Investment Executive 2020 Brokerage Report Card debut, we secured the number one spot overall, as well as number one rankings in a majority of the categories, including:

Wellington-Altus was also tied for top marks in Firm Stability and Advisor/Compliance Relationship.

As the only firm to achieve a net promoter score of 100, it is clear that our advisors are engaged and happy to be building a home at Wellington-Altus.