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Top-Rated Investment Dealer In Canada

Investment Executive 2025 Brokerage Report Card

Wellington-Altus Private Wealth is recognized as the top-rated investment dealer by our advisors in the 2025 Investment Executive Brokerage Report Card, leading in categories like:

  • Receptiveness to advisor feedback
  • Support for remote system access & transactions
  • Products & support for high-net-worth clients
  • Financial planning support & technology
  • Business development & marketing support
  • Quality of firm’s product shelf
  • Support for discretionary portfolio management
  • Client onboarding tools
  • Strategic focus
  • Leadership team

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.

Canada’s Top Growing Companies Award 2025

Recognized as one of Canada’s Top Growing Companies in 2023, 2024 and 2025 by The Globe and Mail for our three-year revenue growth.

WPA24 Winner_Trez Capital MultiOffice Advisor

Named Brokerage of the Year for our employee value proposition, advisor retention, client service, digital platforms and innovation.

5 Star Wealth Management Firm 2024

Awarded 5-Star Wealth Management Firm for excellence in key areas supporting advisors’ businesses.

This recognition is a true reflection of our unwavering commitment to attracting and retaining top-tier talent.