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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

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February Market Insights: Fortress America and the Colony Next Door

February 4, 2026

Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to—not subordinate to—the Monroe Doctrine, the 1823 U.S. policy that warned European powers against further colonization or interference in the Western Hemisphere. It represents a new organizing framework for U.S. power that blends hard power, economic nationalism, and pro-growth domestic policy.

Why Planning?

January 29, 2026

At the Advanced Wealth Planning Group at Wellington-Altus, we’re strong advocates for financial planning. And while most Canadians share that view, we recognize that not everyone sees things the same way. This article aims to share our perspective on financial planning, particularly with those who may not yet see its full value.

Deadline Reminder: 2025 Prescribed Rate Loan Interest Payment

January 22, 2026

What is a prescribed rate loan?

A prescribed rate loan is one of the few income-splitting opportunities provided to Canadians that does not violate the various “attribution rules” found in Canada’s Income Tax Act. These “attribution rules” are designed to prevent high-tax bracket individuals from shifting investment income to a lower-tax bracket individual’s hands.

Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management to Launch International Active Equities MiBLOX

January 19, 2026

Independent Advisor Solutions (“iAS”) today announced an expansion of its strategic partnership with Goldman Sachs Asset Management (“GSAM”) with the launch of International Active Equities, an institutional-grade international equity strategy available exclusively to Canadian advisors through iAS. The strategy strengthens the MiBLOX platform, which provides purpose-built, manager-designed building blocks for modern portfolio construction.

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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