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 10,602 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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Please join us in welcoming Fiege Private Wealth in Calgary, AB to the Wellington-Altus Private Wealth family! To get in touch, please call 833.365.8033. #Accelerate
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We’re pleased to announce a new credit facility from credit funds managed by Ares Management Corporation. See how leveraging relationships with global capital-providers like Ares is bringing us closer to our AUA goals: https://rb.gy/8pgtw3 #Accelerate
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Are we witnessing the twilight of American power or a new dawn? In his September #MarketInsights, James Thorne explores how a Trump presidency could shape the U.S.'s response to contemporary economic pressures—and its future as a global empire: https://rb.gy/vksr8o #Investing
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Please join us in welcoming iii Global Wealth in Calgary and Lethbridge, AB to the Wellington-Altus Private Wealth family! To get in touch, please call 833.364.8910. #Accelerate
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Welcome James Lawrence, Senior Vice-President, Marketing! With more than 25 years of experience, James’s data-driven approach will help shape the firm’s marketing strategy and drive its continued growth. #Accelerate
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As we enter the last long weekend of summer, we wish everyone a safe and happy #LabourDay!
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Wanting more independence for their practice, Karac Graham reflects on what drove the Moyle Rowley Wealth Management Group to make Wellington-Altus their firm of choice to grow their business. #Accelerate
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In an ever-evolving industry, how does Wellington-Altus stand out? Matt Beckett, says it’s our culture of advisor empowerment that creates better client support. #Accelerate
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Please join us in welcoming the Zagari Wealth Advisory Group in Montréal, QC to the Wellington-Altus Private Wealth family! To get in touch, please call 833.668.2898. #Accelerate