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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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Wellington-Altus Announces Credit Facility With Ares Management, Providing Long-Term Capital to Fuel Growth

September 5, 2024

Wellington-Altus, parent company to Canada’s top-rated* investment dealer, has announced a new credit facility from credit funds managed by Ares Management that provides Wellington-Altus with access to significant capital as it continues its growth trajectory.

September Market Insights: Trump’s Trade War

September 4, 2024

Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.

Wellington-Altus Acquires Wickham Investment Counsel to Expand Presence in Ontario

August 8, 2024

Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated* investment dealer, has announced the acquisition of investment management firm, Wickham Investment Counsel Inc. (Wickham), located in Hamilton and Burlington, Ontario.

August Market Insights: Trump’s Fiscal Frenzy

August 6, 2024

At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation’s mounting debt crisis demands immediate attention, yet neither party has outlined a clear strategy to address this pressing issue. This election cycle has had no shortage of historic events, from the attempted assassination of Former President and Republican Nominee Donald Trump to Vice President Kamala Harris replacing President Joe Biden as the Democratic Nominee. Yet the underlying fiscal dilemma, if left unaddressed, risks triggering an economic crisis that even Wall Street may be underestimating—dismissing U.S. debt concerns as mere cautionary tales.

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