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Wellington-Altus Expands Footprint in Quebec

September 6, 2022

WINNIPEG, TORONTO and MONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core.

“Quebec is an important market to Wellington-Altus, and we are delighted to have a new office in the heart of the downtown financial community,” said Jordy Chilcott, President. “With a track record of incredible growth across Canada, the opening of Wellington-Altus’ new space in Montreal illustrates our commitment to establish a significant advisor base in the province.”

Recently, Wellington-Altus welcomed the Hale Investment Group into the new location. “We’re absolutely thrilled to join a firm where we have complete freedom to put our clients’ interests first. The agility here to build and leverage best-in-class technology is a refreshing and welcome change that has us more excited than ever about the future,” said Simon Hale, Senior Wealth Advisor & Senior Portfolio Manager.

“The entrepreneurial culture at Wellington-Altus really resonates with advisors in Quebec who are looking to be treated as true partners and have a say in the direction of the firm and their businesses. We’re building some amazing momentum here,” added Christian Perreault, Senior Vice-President & Regional Manager, QC. “The beautiful new branch offers advisors the ability to tap into our innovative and forward-thinking resources, empowering them to better serve their clients than ever before. We’re energized by our growth trajectory and pipeline of wealth advisors in Quebec who are looking to take their practices to the next level.”

The new 12,000 square-foot branch is located at 1250 René-Lévesque Boulevard, a 47-storey architectural landmark. The opening marks the one-year anniversary of Wellington-Altus’ expansion into Quebec.

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 $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:

Lisa Leveille
Vice-President, Marketing
Wellington-Altus Private Wealth
236.326.4139
[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