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Wellington-Altus recognized as Canada’s top-rated investment dealer for sixth consecutive year

June 5, 2025

WINNIPEG, TORONTO, and MONTRÉAL, Thursday, June 5, 2025 /CNW/ — Wellington-Altus Financial Inc. is excited to announce that Wellington-Altus Private Wealth Inc. (Wellington-Altus), its private wealth division, has been recognized as Canada’s top-rated investment dealer in the 2025 Brokerage Report Card for the sixth consecutive year.

Achieving an overall rating of 9.5, the results highlight the success of Wellington-Altus’ independent business model that gives advisors the tools and support they need to run their practice as they see fit, and in their clients’ best interest. This approach has quickly established Wellington-Altus as one of the fastest-growing wealth management firms in Canada, set to achieve $40 billion in assets under administration in just over eight years.

“When we started the Wellington-Altus journey, our goal was to reinvent wealth management in Canada,” said Shaun Hauser, Founder & CEO of Wellington-Altus Financial Inc. “With six years of stellar Brokerage Report Card results, we’ve solidified our position as a leading destination for Canada’s top advisors seeking unparalleled support, collaborative partnerships and an innovative mindset.”

The 2025 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 21, 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.

“None of these results would be possible without the efforts and commitment from one of the most talented teams in the industry and the valued feedback from our advisors,” added Shaun, “Thank you to all our advisors and corporate staff for helping us reach yet another tremendous milestone.”

The firm also received top marks for its overall culture, with the highest rating for its leadership team and strategic focus. It also maintained an unmatched net promoter score of 97.7.

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., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With almost $40 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 2025 Brokerage Report Card.

For media inquiries:

Greg Burch
Partner
FGS Longview

204.250.9244

greg.burch@fgslongview.com

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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.

©2025 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