Building Something Special

Frank Mauro’s 36-year career in the financial industry is no accident – it’s something he planned from the start. “I did my degree in finance… Read More

Growing Wellington-Altus tops investment advisory rankings

After just three years in business and in the first year of its eligibility, Wellington-Altus Private Wealth was rated the No. 1 investment advisory firm… Read More

Wellington-Altus rated best investment advisory firm in Canada

WINNIPEG, May 1, 2020 /CNW/ — Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card,… Read More

Investment dealers’ recruitment efforts go virtual

Before COVID-19 hit, some of Canada’s largest independent investment dealers had been recruiting financial advisors actively and aggressively. Although the onset of the pandemic… Read More

Football Star Finds a Home in the Investment Industry

Adam Bighill rises at 4:45 a.m. most days – and it’s not just to prepare for the coming season as a linebacker for the Grey… Read More

Infor strikes cost-saving partnership with Wellington-Altus

A rapidly expanding wealth manager and a boutique investment bank plan to announce a partnership on Friday that gives both firms room to grow without… Read More

INFOR Financial and Wellington-Altus Announce Strategic Arrangement

TORONTO and WINNIPEG, January 31, 2020 /CNW/ – INFOR Financial Inc. (“INFOR Financial”), Canada’s leading independent investment banking advisory firm, and Wellington-Altus Private Wealth Inc. Read More

Top 50 Advisors 2020

Wealth Professional is proud to present the seventh annual Top 50 Advisors list. In total, this year’s Top 50 Advisors are managing more than $16… Read More

Wellington-Altus attracts $2 billion more in advisor assets

Independent has deals lined up for first half of 2020 as it takes advantage of frustrations with big banks Wellington-Altus Private Wealth already has more… Read More

Recent Developments May Usher New Era of Advisor Independence

Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms – a rapidly growing trend in the United… Read More