Wellington-Altus Newsroom

Keep up-to-date with our current happenings

> Home  | Newsroom

Wellington-Altus Announces Expansion of National Footprint to Quebec

WINNIPEGTORONTO and MONTREAL, September 14, 2021/CNW/ – Wellington-Altus Financial (Wellington-Altus), has officially begun its expansion into the Quebec market, building on a track record of remarkable growth for Canada’s top-rated advisory firm.*

“While still in the early phase of our rollout, we are extremely eager to get up and running in Quebec, a market with incredible potential for our firm,” said Shaun Hauser, Wellington-Altus Co-Founder & President. “Our momentum has been unstoppable over the past four years and opening the doors to this region gives us even more room to grow our team of the top 5% of investment advisors in Canada.”

To help steward the expansion forward, Wellington-Altus has brought on Quebec-native Christian Perreault as Senior Vice-President & Regional Manager, QC. In this role, he will focus on getting Quebec operations ready to begin onboarding new advisors early next year.

“Christian is an industry veteran with deep connections in the Quebec investment community,” said Jordy Chilcott, Executive Vice-President, Wealth Strategy & Enablement. “He is exactly who we need to lead us in this important market for our firm.”

Prior to joining Wellington-Altus, Christian was most recently a Regional Director at Russell Investments, while his background in the industry dates as far back as Midland Walwyn, with stops at Merrill Lynch Global Asset Management and CIBC Capital Markets along the way.

“Wellington’s independence and entrepreneurial culture will translate really well to advisors in Quebec who want to ditch bureaucracy and have freedom to run their businesses in a way that puts clients first,” said Christian. “We have an exciting journey ahead of us!”

Once fully operational in Quebec, Wellington-Altus will be laser-focused on bringing in additional top-tier talent to its network of investment advisors and continuing to deliver outstanding, private client experiences to Canadians from coast to coast.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $19 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 2021 Brokerage Report Card.

For media inquiries:
Danielle Nichol
Senior Vice-President, Marketing
416-369-6215
Danielle.Nichol@wprivate.ca

Share This Article:

May Market Insights: Out Of Options

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.

READ MORE »
2024 Federal Budget

Highlights from the 2024 Federal Budget

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.

READ MORE »

April Market Insights: Greenspan’s Game Of Thrones

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.

READ MORE »

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.

©2024, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings. Learn More How to Delete Cookies