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:

The Tax You Didn’t See Coming: Phantom Income Explained

April 30, 2026

For direct investments such as stocks and bonds, interest and dividends are taxed in the year in which they are received, and capital gains are taxed in the year in which they are triggered (sold). This results in a straightforward tax effect whereby the investor receives investment income and pays the appropriate amount of tax on a portion of the proceeds. With indirect ownership of securities, for example where an investor owns stocks indirectly through a mutual fund or an ETF, the tax situation may not be as simple.

Highlights from the 2026 Spring Economic Update

April 29, 2026

On April 28, 2026, Finance and National Revenue Minister François‑Philippe Champagne released the 2026 Spring Economic Update (the Update). This was the first spring economic update after the federal budget was moved to the fall in 2025.

April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump

March 31, 2026

U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying to re-anchor oil in U.S. dollars and push BRICS’ [1] monetary ambitions to the margins. Layered on top are digital rails—dollar-backed stablecoins, tokenized Treasuries, gold, and even a strategic bitcoin reserve—designed to harden, not retire, King Dollar. If it works, Bretton Woods 2.0 will arrive not as a conference, but as the unannounced sequel to a crisis-ridden decade, with the U.S. once again writing the rules.

Registered Education Savings Plan (RESP) 101: A Smarter Way to Save for Education

March 12, 2026

Every parent hopes to provide their children with the best possible opportunities, particularly when it comes to education. As the cost of higher education in Canada continues to rise, many families find it challenging to determine how best to save and invest for these future expenses.

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.

©2026 Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc, Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca