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Independent Advisor Solutions Partners with Fiera Capital to Launch Canadian High Conviction Equities

June 5, 2025

WINNIPEG, MB – June 5, 2025 – Independent Advisor Solutions Inc. (“Independent Advisor Solutions”), a wholly owned subsidiary of Wellington-Altus Financial Inc., today announced a strategic partnership with Fiera Capital Corporation (“Fiera”), one of Canada’s leading independent asset managers.

Through this partnership, Independent Advisor Solutions will launch Canadian High Conviction Equities, a new investment fund under its “MiBLOX” brand. Available exclusively to Wellington-Altus advisors starting on or about June 9, 2025, the fund will also serve as a core allocation in select Wellington-Altus Platinum Private Portfolios. Independent Advisor Solutions acts as investment sub-advisor for these portfolios.

“This partnership reflects our ongoing commitment to aligning with investment managers who are among the very best at what they do to deliver unique answers for advisors and their clients,” said Jon Kilfoyle, President of Independent Advisor Solutions. “Fiera brings deep Canadian management expertise—an ideal complement to our existing relationships with global powerhouses Apollo, BlackRock, and Goldman Sachs.”

“Fiera Capital is thrilled to be collaborating with Independent Advisor Solutions to provide access to Fiera’s flagship Canadian equity solution,” said Maxime Ménard, President and CEO of Fiera Capital. “As an independent Canadian investment manager, Fiera looks forward to building a thriving partnership with Independent Advisor Solutions and to serving Wellington-Altus’ premier independent wealth platform.”

This collaboration reinforces Independent Advisor Solutions’ position as a trusted partner to independent advisors, offering differentiated, high-performing investment solutions tailored to Canadian client needs.

About Independent Advisor Solutions Inc.
Founded in 2024, Independent Advisor Solutions Inc. offers a suite of unique solutions for advisors, including sub-advisory oversight of multi-asset model portfolios (MiMODEL), exclusive investment funds leveraging strategic collaborations with global titans and specialist managers (MiBLOX), and bespoke advisor-managed strategies (MiFUND). Independent Advisor Solutions Inc. is a wholly owned subsidiary of Wellington-Altus Financial Inc. and is registered as an investment fund manager and portfolio manager in Manitoba, Ontario, Newfoundland & Labrador, Québec, and British Columbia.

About Wellington-Altus Financial Inc.
Founded in 2017, Wellington-Altus Financial Inc. is the parent company of Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of the country’s Best Managed Companies. With over $35 billion in assets under administration and offices nationwide, Wellington-Altus partners with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
*Investment Executive 2024 Brokerage Report Card.

For Media Inquiries:

Greg Burch
Partner
FGS Longview

204.250.9244

greg.burch@fgslongview.com

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Canada Disability Benefit

July 9, 2025

Launched in June 2025, the Canada Disability Benefit (CDB) is a new federal program providing monthly financial support to working-age Canadians living with disabilities. The benefit aims to reduce poverty and provide greater financial security for those who may face additional living costs related to their disability.

July Market Insights: The Six Months Where Everything Changed

July 8, 2025

The Great Depression of the 1930s was more than an economic collapse; it was an ideological crucible. As capitalism faltered, socialism surged, promising salvation through state control. Today, that battle rages anew, with the U.S. Federal Reserve at its heart. Martin’s metaphor of the Federal Reserve as a chaperone—removing the punch bowl to curb excess—once defined an era of restraint: intervene only to prevent instability, never to orchestrate outcomes. That era is dead. The Federal Reserve has abandoned its traditional neutrality, embracing Keynesian dogma and becoming a partisan weapon in the war between capitalism and socialism, a war that threatens American economic sovereignty.

The Upside of Downturns: Strategic Tax-Loss Harvesting

June 16, 2025

Volatile markets often prompt investors to review their portfolios and asset allocations. While market volatility is rarely enjoyable, it can open the door to valuable opportunities – especially for tax-savvy investors. One such opportunity is the “triggering” or “harvesting” of capital losses.

June Market Insights: The New Nexus of Power

June 10, 2025

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fuelled a populist backlash that upended politics from Ohio to
Washington. The opioid crisis, the decay of small towns, and the anger of those left behind are not mysterious—they are the predictable fallout of an economic order designed by and for elites, insulated from the consequences of their own policies.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

©2025 Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc, Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca