Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements. Clients come first—not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive.

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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.

Our team’s depth of experience and sharp analytical skills enable us to offer an unlimited range of customized wealth management strategies. Our process begins with a thorough understanding and assessment of your financial objectives, for today and the future. CFP ®, CIM ®.

Conrad joined Wellington-Altus after 14 years with a major bank-owned financial advisory firm and six previous years in capital markets, research, and private wealth management roles. Conrad graduated with distinction from the University of Victoria in 2001 and has remained committed to honing his skills through education.

Wellington-Altus is ideal for independent advisors and clients who don’t want the constraints of large corporate systems and requirements. Through our hands-on approach to expert private wealth management, our team provides exceptional …

Dec 6, 2024 · Wellington-Altus Financial Inc. is seeking a private equity partner to buy 20% to 30% of its advisors’ shares. Wellington-Altus wants to thank the advisors that trusted them in the early stages of the business, Shaun Hauser, CEO and …

Wellington-Altus was built by experienced independent advisors to better serve clients through a holistic approach to financial planning, investment and protection. At Wellington-Altus, you get the best of both worlds: truly independent and objective advice with big bank safety.

Feb 3, 2025 · Wellington-Altus Client Connect allows you to access and securely store your financial information and documents in real-time. View your accounts, investment holdings, and documents 24-7 on...

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...