We are thrilled to announce Wellington-Altus Private Wealth is the top-rated investment dealer in Canada in Investment Executive’s 2024 Brokerage Report Card. It’s the ultimate honour to be recognized by our incredible partners. Thank you! #Accelerate
Wellington-Altus
Financial Services
Winnipeg, Manitoba 10,026 followers
Rated by Investment Advisors as Canada’s top investment dealers in the 2024 Brokerage Report Card
About us
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is the top-rated* investment dealer 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 their high-net-worth clients. *Investment Executive 2024 Brokerage Report Card.
- Website
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https://www.wellington-altus.ca
External link for Wellington-Altus
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Winnipeg, Manitoba
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Holistic Wealth Advice, Private Investment Advice, and Private Financial Planning
Locations
Employees at Wellington-Altus
Updates
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Moving from a big bank to our independent firm, Conrad Kluge highlights what sets us apart from the competition and how we enable advisors to do more for their clients. #Accelerate
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“I honestly believe we are disrupting and reshaping the wealth management industry for the better.” Learn how our forward-thinking culture allows Henderson & Associates to grow their business and create a stronger impact for their clients. #Accelerate
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What happens when #AI and fiscal policy collide? With the undervalued potential of AI and the looming end of deficit spending, Dr. James Thorne believes a transformative era is ahead. Explore how in his July #MarketInsights here: https://bit.ly/4bxoUyG #Investing
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As a company with proud Canadian roots, we wish everyone from coast-to-coast a safe and happy #CanadaDay long weekend!
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As we continue to #Accelerate our list of accolades in 2024, we are excited to announce that we have been recognized as a 5-Star Wealth Management Firm by Wealth Professional Canada Magazine!
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Cheers to the dads who’ve invested in our futures, and whose guidance has been our greatest asset. Wishing everyone a happy #FathersDay weekend!
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Get to know some of our advisory board and execs with a game of “Pass It On.” Who are you passing the mic to? #Accelerate Shaun Hauser, Steph Condra, Maili Wong, Jon Kilfoyle, Frank Laferriere, Gord Love, Dean Bradshaw, Dennis Stewner, Colin Ryan,.
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We are honoured to announce our third consecutive win as Brokerage of the Year at the 2024 Wealth Professional Awards by Wealth Professional Canada Magazine! #Accelerate
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Who has the next move in the global economic chess match? Dr. James Thorne explores the correlation between geopolitics and international investing, and his prediction for investors witnessing the game in real time. Learn more in his June #MarketInsights here: https://bit.ly/3X7VVOD #Investing