Wellington-Altus Newsroom

Keep up-to-date with our current happenings

> Home  | Newsroom

Wellington-Altus Evolves Leadership and Readies for Parabolic Growth

WINNIPEG, TORONTO, and MONTREAL, July 26, 2023 /CNW/ — Wellington-Altus Financial (Wellington-Altus), parent company to the number-one wealth advisory firm in Canada, * has today announced appointments within its executive leadership team as it sets its sights on $50 billion in assets under administration (AUA). 

The firm has been strategically preparing for its continued growth trajectory, and this has been a key area of focus and planning over the last six months. Wellington-Altus’ leadership continues to evolve and is ready for this next phase, including an elevated structure for advisor support.

As a partner in these discussions, Jordy Chilcott, President, Wellington-Altus Private Wealth, advised that he has made a personal decision to leave Wellington-Altus.

“Since joining the firm in 2020, Jordy played a key role in helping us grow the business from $10 billion in AUA to more than $25 billion,” says Shaun Hauser, Founder & CEO. “We want to thank Jordy for his significant contributions and wish him all the best as he returns to his asset management roots in the next chapter of his career.”

“While I am moving on from the brokerage side of the business, I continue to believe in the immense potential ahead for Wellington-Altus and the opportunities for the independent space in Canada,” Jordy expressed. “I’m proud to have contributed to the remarkable achievements of the firm.”

As part of the elevated advisor experience offering, Wellington-Altus plans to introduce a Chief Experience Officer (CXO) role, reporting to the CEO, who will focus on best-in-class advisor engagement. The company is actively recruiting for this position.

With the creation of this new role, the firm announced the realignment of select executive responsibilities.

Dennis Stewner, Executive Vice-President, Chief Operating Officer & Chief Financial Officer, will be appointed President, Wellington-Altus Private Wealth** and President, Wellington-Altus Insurance**, upon receipt of required approvals.

Frank Laferriere will be appointed Executive Vice-President, Digital Strategy & Compliance and President, Wellington-Altus USA**.

“Since the firm’s genesis in 2017, we’ve been laser-focused on providing advisors with unparalleled support and the freedom to do what’s right for their clients through an agile approach, led by the best in the business,” adds Shaun. “The addition of a CXO will complement this next phase of our phenomenal journey. As we continue to evolve, we remain committed to upholding our foundational values of advisor support and autonomy while growing the business and setting new industry standards.”

About Wellington-Altus Financial

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel, Wellington-Altus USA, Wellington-Altus Insurance, Wellington-Altus Group Solutions, Wellington-Altus Asset Management, and Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 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 2023 Brokerage Report Card

** Pending required corporate filings and/or registrations

For Media Inquiries:

Kristy Kenny, Senior Manager, Marketing Communications, Wellington-Altus, 647.977.2069, [email protected]

Share This Article:


Investing in a Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds?


February Market Insights: Trump’s Shadow

As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today’s socio political dynamics. This comparison challenges the conventional wisdom about investing in a world that is constantly evolving. Concomitantly, there are parallels to the post-Second World War era, notably the extreme levels of debt which rival only today. As the war ended and life got back to normal, a growth scare and deflation resulted. Hence my thesis that our transition period out of COVID-19 has all the earmarks of a transitional period of secular stagnation and deflation.


2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Card 2024


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 Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

©2024, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings. Learn More How to Delete Cookies