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Wellington-Altus Ranked One of Canada’s Top Growing Companies

October 2, 2023

WINNIPEG, TORONTO, and MONTREAL, October 2, 2023 /CNW/ — Wellington-Altus Financial Inc., parent company to the number-one wealth advisory firm in Canada*, has today announced its inaugural placement on Globe and Mail’s list of Canada’s Top Growing Companies for 2023. This honour is the latest in a series of industry accolades recognizing the firm’s impressive accomplishments.

Since its genesis in April 2017, Wellington-Altus has achieved a compound annual growth rate in assets under administration (AUA) of approximately 50% over six years. With more than $25 billion in AUA, 750 employees and 85 advisor teams across 48 branches, the firm has confidently set its sights on surpassing $50 billion AUA by 2025.

“We firmly believe that fostering a sense of ownership is key to our sustained and parabolic growth,” said Wellington-Altus Founder & CEO, Shaun Hauser. “Wellington-Altus has emerged as the leading destination for elite advisors seeking freedom from the constraints of larger, legacy institutions because of our agile, client-focused approach and entrepreneurial business model. Our advisors are esteemed partners and empowered to build on our #UnstoppableMomentum on their own terms.”

Launched in 2019, Canada’s Top Growing Companies ranks Canadian businesses on three-year revenue growth. Wellington-Altus placed No. 165 on the list of 425 businesses included in this year’s report.

Wellington-Altus Founder & Chair, Charlie Spiring commented, “We’ve created a dynamic culture of empowerment that’s resonating throughout the industry and attracting more seasoned advisor teams to join us. I look forward to continuing our industry-leading growth while remaining true to our ethos of providing unparalleled support and independence to our advisors.”

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management 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 $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.

For Media Inquiries: Kristy Kenny, Senior Manager, Marketing Communications, Wellington-Altus, 647.977.2069, kristy.kenny@wellington-altus.ca

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Understanding the Disability Tax Credit

November 24, 2025

With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.

Understanding The DTC Application Process

November 24, 2025

The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. It can bring significant value for eligible individuals and families, not only through financial support, but also by opening the door to a range of additional programs and services. To apply, individuals must complete Form T2201 Disability Tax Credit Certificate (“Form T2201”), which requires both personal and medical information. Understanding the application process is essential to ensuring a smooth, efficient, and hopefully successful application.

Wellington-Altus Founder and Chair Charlie Spiring named to the Manitoba Business Hall of Fame

November 10, 2025

Wellington-Altus Financial Inc. (Wellington-Altus)—parent company to Canada’s top-rated* investment dealer—is proud to learn that Charlie Spiring, Founder and Chair of the company, will be inducted into the prestigious Manitoba Business Hall of Fame in the spring of 2026.

Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management, Launching Global Equity Market Neutral

November 7, 2025

Independent Advisor Solutions (“iAS”) is excited to announce the launch of Global Equity Market Neutral (“GEMN”, pronounced “Gem”), the latest addition to its acclaimed MiBLOX suite. This launch marks a significant expansion of iAS’s strategic partnership with Goldman Sachs Asset Management (“GSAM”), offering Canadian investors exclusive access to a sophisticated, globally diversified, market-neutral investment strategy.

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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