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:

Wellington-Altus

Estate Planning: Getting the Details Right

December 7, 2023

When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, such as the guardianship of minor children and/or how you want your assets to be distributed when you die.

READ MORE »
Market Insights Dec 2023

December Market Insights: 2024 Forecast

December 5, 2023

Ray Kurzweil, computer scientist and futurist, once said, “The past is over; the present is fleeting; we live in the future.” This sentiment echoes through our current moment as we stand on the threshold of an era defined by technological advancement, navigating a myriad of complex challenges and opportunities.

READ MORE »

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 »

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