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Wellington-Altus Acquires Wickham Investment Counsel to Expand Presence in Ontario

August 8, 2024

WINNIPEG, TORONTO and MONTRÉAL – Thursday, August 8, 2024/CNW/ – In its latest strategic move to accelerate its phenomenal growth trajectory and expand its presence in Ontario, Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated* investment dealer, has announced the acquisition of investment management firm, Wickham Investment Counsel Inc. (Wickham), located in Hamilton and Burlington, Ontario.

Wellington-Altus, one of Canada’s fastest-growing wealth management firms, recently surpassed $30 billion in assets under administration (AUA) within just seven years, and the acquisition of Wickham further solidifies its commitment to providing exceptional service and expertise to advisors and their clients.

“With their outstanding track record in professional investment management and personalized client services, Wickham Investment Counsel Inc. aligns with the core values we uphold at Wellington-Altus, and we are thrilled to welcome their prestigious team to our firm,” said Shaun Hauser, Founder & CEO, Wellington-Altus. “As we continue our mission to revolutionize wealth management in Canada, we actively seek strategic opportunities that propel us toward our goals. Identifying such potential in Wickham strengthens our presence in Ontario and reaffirms our commitment to advisor and client excellence.”

Douglas Lane, former president and current portfolio manager at Wickham Investment Counsel Inc. reflected this sentiment, adding, “We believe this exciting partnership with one of Canada’s fastest-growing independent wealth management firms ensures our continued success and will enormously benefit Wickham and its clients. We are owned and operated by our managing directors, and through this acquisition, we will become partners within a much larger entity—one that is compatible with our vision.”

Wickham was founded in 1999 and has established itself as a leading independent discretionary investment portfolio management firm. Since then, it has expanded its team to include five portfolio managers. With over 100 years of combined experience, Wickham’s investment team has been dedicated to serving the needs of high net worth and ultra-high net worth clients, corporations, institutions, and other investors.

About Wellington-Altus Financial

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2024 Brokerage Report Card.

About Wickham Investment Counsel Inc.

Wickham. was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. The firm is registered as a Portfolio Manager with the provincial securities commissions in Ontario and Alberta.

Media Inquiries:
Kristy Kenny
Associate Vice-President, Marketing Communications
Wellington-Altus
647.977.2069
Kristy.Kenny@wellington-altus.ca

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July Market Insights: Trump’s Meta Game, Pax Americana, and the AI Age

June 30, 2026

In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the real action lies in the metagame, the contest over rules, incentives and narratives that shape outcomes long after today’s skirmishes are forgotten. Henry Kissinger, American diplomat and political scientist, warned that most statesmen get lost in the “manifestations of events”—daily crises, tactical choices and headlines—and fail to read the deeper “trend of events” that gives those crises meaning. Investors make the same mistake when they trade every move in yields or volatility but never ask which regime those data points are compounding into over a five‑ or ten‑year horizon.

Wellington-Altus surpasses $50B AUA, recognized as Canada’s top-rated investment dealer for seventh year

June 3, 2026

Wellington-Altus Financial Inc. has surpassed $50 billion in assets under administration (AUA) in just nine years, and announced that its private wealth division, Wellington-Altus Private Wealth Inc. (Wellington-Altus), has been recognized as Canada’s top-rated investment dealer in the 2026 Brokerage Report Card for the seventh consecutive year.

June Market Insights: America at 250

May 29, 2026

America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, agriculture, and continental depth; it still issues the reserve currency at the core of global trade and finance; and it still leads the race to build artificial intelligence (AI) as the next digital platform. Yet precisely because American power remains so large, the visible breakdown of the post–Second World War rules-based order has become impossible to ignore. To anyone who has read German historian and philosopher Oswald Spengler’s The Decline of the West (1918), this is not a surprise but a pattern: history is not a straight line of progress. Instead, it is the record of civilizations that rise as living cultures harden into systems and eventually exhaust the moral energy that made them great in the first place. America did not choose this time, but it has been born into it.

May Market Insights: Mastery and the Terror Premium

May 5, 2026

Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, centred on Operation Epic Fury, could do the same for the West by removing Iran’s nuclear shadow, resetting oil toward US$60, and finally unlocking a modern peace dividend.

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.

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