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 11,000 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 $35 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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On #RemembranceDay, we will honour the courage of those who fought for our freedoms and those who continue to serve today. #LestWeForget
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Trump has a bold economic vision to reshape the future. With tax cuts, deregulation, and tariffs back on the table, can a Trump victory resolve the fiscal crisis? Find out in James Thorne’s special feature on the U.S. election #MarketInsights: https://bit.ly/48Goar9 #Elections2024 #Investing
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Today, we announced the creation of three new leadership roles to #Accelerate our exceptional growth trajectory and unparalleled advisor support. Learn more about the opportunities to join our rocket ship: https://bit.ly/3YB4vob
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Please join us in welcoming Sunnidale Family Wealth in Barrie, ON to the Wellington-Altus Private Wealth family! To get in touch, please call 705.532.9812. #Accelerate
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Do you find it challenging to ask questions pertaining to your finances? If money is on your mind, talk about it! This Financial Literacy Month, we encourage Canadians to speak with their financial advisors and have open and honest conversations. Learn more about our approach to supporting open dialogue with clients: https://bit.ly/40zfYHv #FLM2024
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Is the Federal Reserve’s “easy money” policy setting the U.S. up for a fiscal crisis? Exploring the implications of today’s economic landscape, James Thorne shares why investors must remain vigilant against both inflationary and deflationary risks in his November #MarketInsights here: https://rb.gy/nhp86d #Investing
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Congratulations to Ahmad Bakhshai, Jennifer Hochstein, Judith Charbonneau Kaplan, Mallory Pearson, Michael Naito, and Rod Friesen for being recognized by Wealth Professional Canada Magazine as Top 40 Under 40 Rising Stars for 2024! #Accelerate
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Please join us in welcoming Douglas Financial in Winnipeg, MB to the Wellington-Altus Private Wealth family! To get in touch, please call 1.866.987.2720. #Accelerate
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Please join us in welcoming Campbell Wealth Management in Montréal, QC to the Wellington-Altus Private Wealth family! To get in touch, please call 514.461.4139. #Accelerate
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