Main Menu
Wellington-Altus

Wellington-Altus Newsroom

Keep up-to-date with our current happenings

> Home  | Newsroom

Our Firm’s Independence

We take pride in our firm’s independent model, and so do our advisors. Learn more about how they benefit from having the freedom to run their own businesses and visit join-wellington.ca for more details. #UnstoppableMomentum

Share This Article:

Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

November 30, 2023

Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated wealth management firm*, today announced the appointment of Andrew Marsh to its Board of Directors. Wellington-Altus has grown its assets under administration (AUA) to over $25 billion since its genesis in April 2017 and continues to strategically expand its advisory team to support the firm’s parabolic growth.

READ MORE »
2023 Fall Economic Statement

2023 Fall Economic Statement

November 22, 2023

On November 21, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2023 Fall Economic Statement (FES 2023), a mid-fiscal year update that was narrower in focus than previous economic statements.

READ MORE »
Market-Insights-Nov-2023

November Market Insights: Riding The Bull In The Midst Of Chaos

November 8, 2023

In the investment world, volatility and uncertainty often reign, evoking a sense of unease. Remembering the call for 3000 on the S&P 500 Index in late 2022, the recent correction at 4600 might seem unnerving. Yet, like the hopeful message in Steely Dan’s song Any Major Dude Will Tell You, we should maintain our resilience, knowing that things will eventually fall together again.

READ MORE »

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 (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

©2023, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA . ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

© 2023 Wellington-Altus Financial Inc. All rights reserved.

Terms of Use | Privacy Policy | Legal | WAPC Compliance Policies

Linkedin Twitter