Wellington Altus

Wellington-Altus is a prominent Canadian investment and wealth management firm established in 2017. It is recognized as the top-rated investment dealer in Canada and one of the country’s Best Managed Companies. The firm manages nearly $40 billion in assets and operates through various subsidiaries, including Wellington-Altus Private Counsel Inc. and Wellington-Altus Private Wealth Inc. The company focuses on a client-first approach, primarily serving successful financial advisors and their high-net-worth clients. Wellington-Altus emphasizes advisor autonomy and provides specialized support, allowing for personalized wealth management solutions. Its services include private wealth management, investment advisory, insurance solutions, and group solutions. The firm has also launched innovative products, such as the Canadian Corporate Bond Plus, in collaboration with Fiera Capital. Wellington-Altus has received numerous accolades for its industry leadership, including being ranked the #1 investment advisory firm in Canada for four consecutive years. With offices in major cities like Winnipeg, Toronto, and Montreal, the firm is dedicated to empowering advisors and delivering tailored wealth management strategies.