Wellington-Altus Newsroom

Keep up-to-date with our current happenings

> Home  | Newsroom

Wellington-Altus Expands Footprint in Quebec 

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]

Share This Article:

Market Insights May

May Market Insights: The FTX Fiasco Has Nothing To Do With Blockchain Adoption.

With the collapse of FTX and the fraud surrounding the crypto space, many have jumped to the incorrect
conclusion that the era of blockchain is over, done, akin to the long list of bubbles throughout history.
Unfortunately, fraud happens all the time. As former Federal Reserve Chair Alan Greenspan states:
“Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” Thus, the
FTX scandal will not stop blockchain—an open-source, transparent, distributed-ledger innovation—
from transforming business practices.

READ MORE »

How Should I Compensate Myself: Salary Or Dividends?

Everyone’s situation is unique.
Tax is important, but incorporated business owners and professionals should also consider retirement planning, lifestyle and corporate cash flow needs when deciding to take compensation as salary, dividends, or a combination of the two.

READ MORE »

Life After Work: Thriving in Retirement

It takes resilience to manage the transition to retirement and design your next phase of life. Many retirees report feelings of sadness, loneliness or boredom as they struggle to fill the void left by their career identity and/or professional network, despite their best intentions to remain active, engaged and productive.

READ MORE »

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