Top-Rated Investment Dealer In Canada

Investment Executive 2024 Brokerage Report Card

Wellington-Altus Private Wealth is recognized as the top-rated investment dealer by our advisors in the 2024 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

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.

Recognized as one of Canada’s Best Managed Companies since 2021 for leadership in strategy, capabilities and innovation, culture, and financials for sustainable growth.

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

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

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.