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Investment dealers’ recruitment efforts go virtual

Before COVID-19 hit, some of Canada’s largest independent investment dealers had been recruiting financial advisors actively and aggressively. Although the onset of the pandemic has had little impact on the level of this activity, how firms are recruiting advisors – and, in some cases, whom they’re targeting – has been affected significantly.

Traditionally, most firms’ advisor recruitment efforts include an in-person presentation in a boardroom, dinner at a high-end restaurant and a firm handshake to seal the deal. But firms have had to find alternatives with physical distancing in force in varying degrees across the country.

“This [situation] does force us to move left or right and dodge a little bit,” says Charlie Spiring, co-founder, chairman and senior investment advisor at Wellington-Altus Private Wealth Inc. in Winnipeg. However, he adds, “What we’re finding now is that the whole industry is uncovering a lot of firms’ weaknesses … We’ve [already] had two advisors move over to us right in the middle of the storm.”

Click here to read the full story originally published on The Globe and Mail on April 28 2020.

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Wellington-Altus Launches Independent Advisor Solutions to Enhance Experience and Accelerate Growth

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, October 2, 2024 /CNW/ Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated* investment dealer, Wellington-Altus Private Wealth, today launched Independent Advisor Solutions Inc., a new wholly-owned subsidiary as part of its backing for the growing number of Canadian advisors who are seeking an independent platform that champions individual autonomy and delivers the key supports required to care for clients and accelerate the growth of their practices.

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Executor’s Checklist

As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.

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The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. 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), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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