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Wellington-Altus Ranked One of Canada’s Top Growing Companies

October 2, 2023

WINNIPEG, TORONTO, and MONTREAL, October 2, 2023 /CNW/ — Wellington-Altus Financial Inc., parent company to the number-one wealth advisory firm in Canada*, has today announced its inaugural placement on Globe and Mail’s list of Canada’s Top Growing Companies for 2023. This honour is the latest in a series of industry accolades recognizing the firm’s impressive accomplishments.

Since its genesis in April 2017, Wellington-Altus has achieved a compound annual growth rate in assets under administration (AUA) of approximately 50% over six years. With more than $25 billion in AUA, 750 employees and 85 advisor teams across 48 branches, the firm has confidently set its sights on surpassing $50 billion AUA by 2025.

“We firmly believe that fostering a sense of ownership is key to our sustained and parabolic growth,” said Wellington-Altus Founder & CEO, Shaun Hauser. “Wellington-Altus has emerged as the leading destination for elite advisors seeking freedom from the constraints of larger, legacy institutions because of our agile, client-focused approach and entrepreneurial business model. Our advisors are esteemed partners and empowered to build on our #UnstoppableMomentum on their own terms.”

Launched in 2019, Canada’s Top Growing Companies ranks Canadian businesses on three-year revenue growth. Wellington-Altus placed No. 165 on the list of 425 businesses included in this year’s report.

Wellington-Altus Founder & Chair, Charlie Spiring commented, “We’ve created a dynamic culture of empowerment that’s resonating throughout the industry and attracting more seasoned advisor teams to join us. I look forward to continuing our industry-leading growth while remaining true to our ethos of providing unparalleled support and independence to our advisors.”

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., Wellington-Altus Asset Management 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 $25 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.

For Media Inquiries: Kristy Kenny, Senior Manager, Marketing Communications, Wellington-Altus, 647.977.2069, kristy.kenny@wellington-altus.ca

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

May 22, 2024

Wellington-Altus has exceeded the remarkable milestone of $30 billion in assets under administration (AUA) in just seven years since inception, continuing its parabolic growth.

May Market Insights: Out Of Options

May 2, 2024

U.S. Federal Reserve Chair Jerome Powell, deeply mindful of Arthur Burns’ missteps and inspired by Paul Volcker’s tenacity, is fully cognisant of the historical significance of his role. I have consistently argued that Powell would benefit from studying William McChesney Martin’s tenure as the first post-Second World War Federal Reserve Chair in the 1950s. Martin adeptly navigated through a period of fiscal dominance, a pattern that is emerging once again. As Sir Winston Churchill implied, focusing on the wrong historical period can lead to policy errors and financial turmoil.

Highlights from the 2024 Federal Budget

April 17, 2024

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living.

April Market Insights: Greenspan’s Game Of Thrones

April 2, 2024

We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a “Fourth Turning”—a period of intense demographic, technological, and structural change that recurs approximately every 80 years.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. 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), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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