Wellington-Altus Private Wealth (Wellington-Altus) announced today that Gary Mayzes will join the firm as Senior Vice-President & Regional Manager, AB, SK, MB, effective June 1. Gary has more than 30 years of experience in advisory, branch management, regional management and head office executive roles, bringing a wide breadth of expertise and knowledge to the growing team across the region.
Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the number-one overall investment advisory firm in the 2021 Brokerage Report Card, conducted by industry publication, Investment Executive—marking the second consecutive year in the top spot.
Wellington-Altus Private Wealth has been recognized with the prestigious Canada’s Best Managed Companies designation for its overall business performance and sustained growth.
Wellington-Altus Holdings Inc. (Wellington-Altus) welcomes Paula Kaner as Executive Vice-President and Chief Risk Officer.
Download this article as a PDF. The COVID-19 pandemic continues to be a source of great financial hardship for many Canadians. In response, the Government
Download this article as a PDF. COVID-19 has forced many employees to work from home (WFH) for the first time in their careers. It is
WINNIPEG and TORONTO, February 26, 2021/CNW/ – Wellington-Altus Holdings Inc. (Wellington-Altus) announced the appointment of David Feather to the holding company’s Board of Directors as
Download this article as a PDF. A Registered Retirement Savings Plan (“RRSP”) is commonly used to help Canadian individual taxpayers (“Canadians”) save for their retirement.
WINNIPEG and TORONTO, December 1, 2020/CNW/ – Wellington-Altus Private Wealth (Wellington-Altus) is pleased to welcome Jordy Chilcott as Executive Vice-President, Wealth Strategy and Enablement in
As Financial Literacy Month 2020 comes to a close, our Investment Advisors and Advanced Wealth Planning Group shared their favourite personal finance books. Here are the Top
Founder of fast-growing independent says mindset and tech infrastructure gives it distinct competitive advantage By James BurtonThis article was originally published November 24, 2020 on Wealth
Since mid-March, many Canadians have transitioned their businesses, altered their professional practices or began working from home almost exclusively. As Canadians are meeting clients, keeping
After just three years in business and in the first year of its eligibility, Wellington-Altus Private Wealth was rated the No. 1 investment advisory firm
WINNIPEG, May 1, 2020 /CNW/ — Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card,
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
Adam Bighill rises at 4:45 a.m. most days – and it’s not just to prepare for the coming season as a linebacker for the Grey
TORONTO and WINNIPEG, January 31, 2020 /CNW/ – INFOR Financial Inc. (“INFOR Financial”), Canada’s leading independent investment banking advisory firm, and Wellington-Altus Private Wealth Inc.
A rapidly expanding wealth manager and a boutique investment bank plan to announce a partnership on Friday that gives both firms room to grow without
Independent has deals lined up for first half of 2020 as it takes advantage of frustrations with big banks Wellington-Altus Private Wealth already has more
Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms – a rapidly growing trend in the United