{"id":661,"date":"2020-05-01T16:08:51","date_gmt":"2020-05-01T21:08:51","guid":{"rendered":"http:\/\/3.96.13.48\/?p=661"},"modified":"2022-02-09T10:09:25","modified_gmt":"2022-02-09T16:09:25","slug":"wellington-altus-rated-best-investment-advisory-firm-in-canada","status":"publish","type":"post","link":"https:\/\/wellington-altus.ca\/fr\/wellington-altus-rated-best-investment-advisory-firm-in-canada\/","title":{"rendered":"Wellington-Altus rated best investment advisory firm in Canada"},"content":{"rendered":"<p>WINNIPEG, May 1, 2020 \/CNW\/ &#8212; Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive.<\/p>\n\n\n\n<p>The results are a true reflection of Wellington-Altus\u2019 unwavering commitment to attracting and retaining top-tier talent across the board.<\/p>\n\n\n\n<p>\u201cWe\u2019ve built a fresh culture around technology-enabled agility, client-focused services, investment advisor collaboration, and a shared love for what we do. We\u2019re bonded by our passion for paving a new road within the investment industry and together, we\u2019re seeing the benefits of our forward-thinking approach,\u201d said Wellington-Altus Founder &amp; President, Shaun Hauser.<br>The Brokerage Report Card measures Canada\u2019s top investment firms on the basis of several criteria including advisor support, product selection and corporate stability.<\/p>\n\n\n\n<p>In its Brokerage Report Card debut, Wellington-Altus secured the number one spot overall as well as number one rankings in a majority of the categories, including: strategic focus, receptiveness to advisor feedback, support for mobile technology and the mobile advisor, support for using social media, products and support for high-net-worth clients, support for developing a financial plan for clients, marketing support, and corporate culture. Wellington-Altus was also tied for top marks in firm\u2019s stability and advisor\u2019s relationship with compliance department.<\/p>\n\n\n\n<p>As the only firm to achieve a net promoter score of 100, it is clear that advisors are engaged and happy to be building a home at Wellington-Altus.<\/p>\n\n\n\n<p>\u201cI love being at Wellington-Altus because I feel supported, motivated, free from bureaucracy, and aligned with partners who believe in independent advice that puts clients first,\u201d shared Maili Wong, Executive Vice-President, Senior Investment Advisor &amp; Senior Portfolio Manager at Wellington-Altus.<\/p>\n\n\n\n<p>\u201cI love the entrepreneurial approach to building our business at Wellington-Altus. Our clients benefit on a number of fronts and the Rosedale Family Office is stronger than ever. I feel like a true partner, building an awesome firm where the future is ours,\u201d added Executive Vice-President &amp; Senior Portfolio Manager, Gord Love.<\/p>\n\n\n\n<p>On their leading performance in the Brokerage Report Card, Wellington-Altus Founder &amp; Chairman, Charlie Spiring said, \u201cWhen we set out three years ago on this journey, we were driven to simply build the best environment for advisors: to excel, to service their clients with objective advice, to control their own destiny, and to have a lot of fun. I think we\u2019ve accomplished that.\u201d<\/p>\n\n\n\n<p><strong>About Wellington-Altus Private Wealth<\/strong><br>Founded in 2017, Wellington-Altus Private Wealth (Wellington-Altus) is one of the fastest-growing wealth advisory companies in Canada. With approximately $10 billion in assets under administration, and offices across the country, Wellington-Altus identifies with larger, independently focused investment advisors and their private clients.<\/p>\n\n\n\n<p><strong>Media contact:<\/strong><br>Danielle Nichol<br>Vice-pr\u00e9sidente principale, Marketing<br>Wellington-Altus Gestion Priv\u00e9e<br>Tel: 416-369-6215<br>Email: Danielle.Nichol@wprivate.ca<\/p>","protected":false},"excerpt":{"rendered":"<p>WINNIPEG, May 1, 2020 \/CNW\/ &#8212; Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive. The results are a true reflection of Wellington-Altus\u2019 unwavering commitment to attracting and retaining top-tier talent across the board. \u201cWe\u2019ve built a fresh culture [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":2733,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[58],"tags":[79],"class_list":["post-661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-english"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wellington-Altus rated best investment advisory firm in Canada - Wellington-Altus<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wellington-altus.ca\/fr\/wellington-altus-rated-best-investment-advisory-firm-in-canada\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wellington-Altus rated best investment advisory firm in Canada - Wellington-Altus\" \/>\n<meta property=\"og:description\" content=\"WINNIPEG, May 1, 2020 \/CNW\/ &#8212; Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive. 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