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Wellington-Altus Surpasses $30 Billion AUA Milestone, Continues Exponential Growth Trajectory

May 22, 2024

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, May 22, 2024/CNW/ Wellington-Altus Financial Inc. (Wellington-Altus)—parent company to Canada’s top-rated wealth management firm*—has exceeded the remarkable milestone of $30 billion in assets under administration (AUA) in just seven years since inception, continuing its parabolic growth.

Wellington-Altus was founded in April 2017 to revolutionize wealth management in Canada by delivering unprecedented levels of advisor support and embracing innovative technologies that fuel independence and success. This approach has set the firm apart from competitors, and with an AUA increase of more than $20 billion since 2020, has solidified its position as one of Canada’s fastest-growing wealth management companies.

“Our journey has been extraordinary from day one and surpassing $30 billion AUA in such a remarkably short span is a testament to our vision and unwavering dedication to advisors,” said Shaun Hauser, Founder & CEO of Wellington-Altus. “Wellington-Altus is a firm built by advisors for advisors, and I am unbelievably proud of our progress and the trust that leading teams and their clients continue to place in us.”

“We also know that we could not have achieved this level of success without the grit and dedication of our people, and I am grateful to every member of the team who has helped us get to where we are today—and rest assured, we are just getting started,” added Shaun.

With more than 110 advisor teams, over 820 employees, 53 offices across the country, and many accolades to its name, Wellington-Altus is built on the foundation of a strong culture of partnership. Its unique framework includes more than 70% of shares being held internally, which has seen the firm emerge as a top destination for talent, more than doubling its headcount since 2019.

“The accuracy of our instincts, the strength of our business model and the strategic decisions we’ve made along the way are reflected in our accelerated growth and this $30 billion AUA milestone,” added Charlie Spiring, Founder & Chair of Wellington-Altus. “As we celebrate this remarkable achievement, we remain laser-focused on the future of this great firm and the exciting opportunities that lie ahead, including our next medium-term goal of reaching $50 billion AUA.”

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* wealth advisory company 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 2023 Brokerage Report Card.

Media Inquiries:

Kristy Kenny

Senior Manager, Marketing Communications

Wellington-Altus

647.977.2069

Kristy.Kenny@Wellington-Altus.ca

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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.

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