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

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, [email protected]    

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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 (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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