Wellington-Altus Newsroom

Keep up-to-date with our current happenings

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

September 27, 2024

WINNIPEG, TORONTO, and MONTRÉAL, September 27, 2024 /CNW/ — Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated investment dealer*, today announced its placement on The Globe and Mail’s list of Canada’s Top Growing Companies for 2024—the second consecutive year the firm has earned this recognition, demonstrating its impressive growth trajectory.

Since its genesis in April 2017, Wellington-Altus has surpassed an incredible $30 billion in assets under administration (AUA). With nearly 900 employees, more than 110 advisor teams and 54 offices across the country, the firm has confidently set sights on $50 billion AUA by the end of 2026.

“The secret to our success from day one has been our support and commitment to advisors, and ultimately, our care factor,” said Shaun Hauser, Founder & CEO of Wellington-Altus. “By partnering with the right people, and listening to their concerns, we’ve created a platform of industry-leading technology and support that separates us from the competition and enables our advisors to better serve their clients and accelerate the growth of their practices.”

Launched in 2019, Canada’s Top Growing Companies ranks Canadian businesses on three-year revenue growth. Wellington-Altus placed No. 226 on the list of 416 businesses included in this year’s report.

“When you put people first, the numbers follow,” added Shaun. “As we look towards our next goal of $50 billion, we remain dedicated to carrying out our mission of revolutionizing wealth management in Canada to meet the ever-evolving needs of high-net-worth investors.”

To learn more about Wellington-Altus’ impressive growth trajectory, please visit: Wellington-Altus.ca

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial (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., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 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 2024 Brokerage Report Card.

For Media Inquiries:

Kristy Kenny
Associate Vice-President, Marketing Communications
647.977.2069
Kristy.Kenny@wellington-altus.ca

Share This Article:

U.S. Election Special Market Insights: American System 2.0

November 6, 2024

As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full scope of Fortune’s power, as if she would surely do whatever is in her power to do.”

Wellington-Altus Announces Three New Leadership Roles to Support Advisors and Accelerate Growth Trajectory

November 5, 2024

Wellington-Altus has announced the creation of three new leadership roles, including two executive-level positions, to support its exceptional growth trajectory and continue its mission of delivering unparalleled levels of advisor support.

November Market Insights: Money For Nothing

October 31, 2024

The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your chicks for free.”

October Market Insights: The Great Delusion

October 4, 2024

Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the more they stay

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