Wellington-Altus Newsroom

Keep up-to-date with our current happenings

Wellington-Altus Announces Expansion of National Footprint to Quebec

September 14, 2021

WINNIPEG, TORONTO and MONTREAL, September 14, 2021/CNW/ – Wellington-Altus Financial (Wellington-Altus), has officially begun its expansion into the Quebec market, building on a track record of remarkable growth for Canada’s top-rated advisory firm.*

“While still in the early phase of our rollout, we are extremely eager to get up and running in Quebec, a market with incredible potential for our firm,” said Shaun Hauser, Wellington-Altus Co-Founder & President. “Our momentum has been unstoppable over the past four years and opening the doors to this region gives us even more room to grow our team of the top 5% of investment advisors in Canada.”

To help steward the expansion forward, Wellington-Altus has brought on Quebec-native Christian Perreault as Senior Vice-President & Regional Manager, QC. In this role, he will focus on getting Quebec operations ready to begin onboarding new advisors early next year.

“Christian is an industry veteran with deep connections in the Quebec investment community,” said Jordy Chilcott, Executive Vice-President, Wealth Strategy & Enablement. “He is exactly who we need to lead us in this important market for our firm.”

Prior to joining Wellington-Altus, Christian was most recently a Regional Director at Russell Investments, while his background in the industry dates as far back as Midland Walwyn, with stops at Merrill Lynch Global Asset Management and CIBC Capital Markets along the way.

“Wellington’s independence and entrepreneurial culture will translate really well to advisors in Quebec who want to ditch bureaucracy and have freedom to run their businesses in a way that puts clients first,” said Christian. “We have an exciting journey ahead of us!”

Once fully operational in Quebec, Wellington-Altus will be laser-focused on bringing in additional top-tier talent to its network of investment advisors and continuing to deliver outstanding, private client experiences to Canadians from coast to coast.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $19 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 2021 Brokerage Report Card.

For media inquiries:
Danielle Nichol
Senior Vice-President, Marketing
416-369-6215
[email protected]

Share This Article:

2023 Tax Resources

March 9, 2023

Download our 2023 tax reference cards and resources. Corporate Tax Rate Card. LIF and RLIF Minimum & Maximum Factors. Form T1135 – Foreign Income Verification

March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation

March 6, 2023

In today’s current market environment, we see the forces of inflation and deflation are at work. Central bankers are and should be concerned about price stability, but too many assume that price stability is only a one-way street.

2023 Personal Tax Planning Cards

February 24, 2023

Download our province and territory-specific 2023 Tax Planning Cards.
Alberta Tax Planning Card
British Columbia Tax Planning Card
Manitoba Tax Planning Card

What is an RRSP?

February 16, 2023

An RRSP is a retirement savings account available to any Canadian individual taxpayer under the age of 72 and to which they or their spouse/common-law partner can contribute — subject to their respective deduction limits.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. 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. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. 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) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein, nor does WA assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

©2022, Wellington-Altus Private Wealth Inc. , Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc. and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.