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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 | Sara.howe@wellington-altus.ca

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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 Tax You Didn’t See Coming: Phantom Income Explained

April 30, 2026

For direct investments such as stocks and bonds, interest and dividends are taxed in the year in which they are received, and capital gains are taxed in the year in which they are triggered (sold). This results in a straightforward tax effect whereby the investor receives investment income and pays the appropriate amount of tax on a portion of the proceeds. With indirect ownership of securities, for example where an investor owns stocks indirectly through a mutual fund or an ETF, the tax situation may not be as simple.

Highlights from the 2026 Spring Economic Update

April 29, 2026

On April 28, 2026, Finance and National Revenue Minister François‑Philippe Champagne released the 2026 Spring Economic Update (the Update). This was the first spring economic update after the federal budget was moved to the fall in 2025.

April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump

March 31, 2026

U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying to re-anchor oil in U.S. dollars and push BRICS’ [1] monetary ambitions to the margins. Layered on top are digital rails—dollar-backed stablecoins, tokenized Treasuries, gold, and even a strategic bitcoin reserve—designed to harden, not retire, King Dollar. If it works, Bretton Woods 2.0 will arrive not as a conference, but as the unannounced sequel to a crisis-ridden decade, with the U.S. once again writing the rules.

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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