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Wellington-Altus Recognized as Canada’s Top-Rated Investment Dealer for Fifth Consecutive Year

June 5, 2024

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, June 5, 2024 /CNW/ — Wellington-Altus Financial Inc. is proud to announce that its private wealth division, Wellington-Altus Private Wealth Inc. (Wellington-Altus), has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year in the 2024 Brokerage Report Card.

With an overall rating of 9.6, Wellington-Altus’ result underscores its unwavering advisor-focused approach and entrepreneurial business model. Recently surpassing $30 billion in assets under administration (AUA) in just seven years, the firm has secured its place as one of Canada’s fastest-growing wealth management firms.

Shaun Hauser, Founder & CEO of Wellington-Altus Financial Inc, attributes the firm’s success to its unparalleled advisor support. He says, “By empowering advisors with innovative technologies and the freedom and flexibility to operate in the best interests of their clients, we have set ourselves apart from the competition. This approach has made us a leading destination for top advisors and their practices, and Wellington-Altus’ domination of the Brokerage Report Card for the past five years reflects this.”

“We know that as client needs grow increasingly more complex, the demand for innovative and top-tier solutions continues to rise—and Wellington-Altus is uniquely equipped to support its current and future advisors in meeting those challenges, and we are excited to accelerate our efforts,” added Shaun.

The 2024 Brokerage Report Card, conducted by industry publication Investment Executive, measures Canada’s top investment dealers based on various criteria that are rated by a firm’s own advisors.

Wellington-Altus excelled in all 27 categories, leading in 24, including receptiveness to advisor feedback, products and support for high-net-worth clients, financial planning support and technology, business development and marketing support, and remote system access and transactions.

“Results from the 2024 Brokerage Report Card confirm that Wellington-Altus advisors are feeling supported and valued as partners in the firm and are in sync with its strategy to revolutionize wealth management in Canada,” said Charlie Spiring, Founder & Chair of Wellington-Altus Financial Inc. “Receiving such high praise from our people is deeply meaningful and propels us even further toward our goals, which include reaching $50 billion AUA.”

The firm also received top marks for its overall culture, with the highest rating for its leadership team and strategic focus. It also maintained a perfect and unmatched net promoter score of 100.

We thank all Wellington-Altus advisors for helping us achieve this recognition.

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., 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 AUA 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
Wellington-Altus
647.977.2069
kristy.kenny@wellington-altus.ca

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Wellington-Altus surpasses $50B AUA, recognized as Canada’s top-rated investment dealer for seventh year

June 3, 2026

Wellington-Altus Financial Inc. has surpassed $50 billion in assets under administration (AUA) in just nine years, and announced that its private wealth division, Wellington-Altus Private Wealth Inc. (Wellington-Altus), has been recognized as Canada’s top-rated investment dealer in the 2026 Brokerage Report Card for the seventh consecutive year.

June Market Insights: America at 250

May 29, 2026

America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, agriculture, and continental depth; it still issues the reserve currency at the core of global trade and finance; and it still leads the race to build artificial intelligence (AI) as the next digital platform. Yet precisely because American power remains so large, the visible breakdown of the post–Second World War rules-based order has become impossible to ignore. To anyone who has read German historian and philosopher Oswald Spengler’s The Decline of the West (1918), this is not a surprise but a pattern: history is not a straight line of progress. Instead, it is the record of civilizations that rise as living cultures harden into systems and eventually exhaust the moral energy that made them great in the first place. America did not choose this time, but it has been born into it.

May Market Insights: Mastery and the Terror Premium

May 5, 2026

Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, centred on Operation Epic Fury, could do the same for the West by removing Iran’s nuclear shadow, resetting oil toward US$60, and finally unlocking a modern peace dividend.

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.

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