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Wellington-Altus

Top Wealth Advisory Firm in Canada

Investment Executive 2022 Brokerage Report Card

Wellington-Altus Private Wealth secured the #1 spot in the 2022 Investment Executive Brokerage Report Card, as well as top ratings in categories like:
  • #1 - Receptiveness to Advisor Feedback
  • #1 - Client Onboarding Tools
  • #1 - Freedom to Make Objective Product Choices
  • #1 - Social Media Support
  • #1 - Strategic Focus
  • #1 - Business Development Support
  • #1 - Corporate Culture
  • #1 - Leadership Stability
  • #1 - Remote Work and Mobile Technology Support
  • #1 - Advisor’s Relationship with Compliance Department

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.

WP 5-Star Brokerage 2023

Awarded 5-Star Brokerage for excellence in key areas supporting advisors’ businesses.

Named Brokerage of the Year. Excellence Awardee for Most Innovative Use of WealthTech.

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

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