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Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada

May 16, 2022

WINNIPEG, MB, TORONTO, and MONTREAL, May 16, 2022 /CNW/ — Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private Wealth Inc., has again been rated the number-one investment advisory firm in the 2022 Brokerage Report Card, conducted by industry publication, Investment Executive—its third year in the coveted spot.

With an overall rating of 9.5, the incredibly strong results reflect the success of the firm’s investment in innovation, as well as its client-focused approach and entrepreneurial business model.

“Maintaining our top spot in the Canadian investment industry demonstrates the value of what we are trying to accomplish, which is to build a firm of entrepreneurial advisors who simply want to do best by their clients, every time,” said Wellington-Altus Financial Inc. Founder & CEO, Shaun Hauser. “Each and every one of our partners is in this together, collectively propelling our shared success and explosive growth.”

The Brokerage Report Card measures Canada’s top investment firms on the basis of several criteria, including advisor support, product selection and corporate stability.

This year, the firm received number-one ratings in 20 out of 30 categories including: receptiveness to advisor feedback, freedom to make objective product choices, business development support, social media support, and corporate culture. The firm also had top ratings for remote work & mobile technology support, client onboarding tools, and advisor’s relationship with compliance department.

Wellington-Altus Private Wealth Inc. continues to hold the highest net promoter score of 100—a clear indicator that advisors are engaged and happy to be building a home at Wellington-Altus.

“Our partners and employees are rallied around our vision to redefine what it means to be an independent wealth firm, and do an outstanding job working together to do the very best for our clients,” added Jordy Chilcott, President, Wellington-Altus Private Wealth Inc. “That’s the secret to our unstoppable momentum.”

In speaking of the industry-leading performance, Wellington-Altus Financial Inc. Founder & Chairman, Charlie Spiring said, “It is simply amazing to receive yet another stellar rating, which reaffirms to the industry what we are doing, and that we’re doing it right. The best part is we’re just getting started.”

About Wellington-Altus Financial

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc. and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 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 2022 Brokerage Report Card.

For media inquiries:

Sara Howe
Senior Manager, Communications
647-966-7112 | [email protected]

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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.

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.

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.

Financial Literacy and Children: Keep it Relatable at Every Age

November 2, 2023

How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned that the next generation won’t possess the financial literacy needed to inherit family wealth.

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