Wellington-Altus

Wellington-Altus is an independent private wealth management firm headquartered in Winnipeg, Canada. Founded in 2017, the company has grown rapidly, boasting over $30 billion in assets under administration and over 50 offices across the country. Wellington-Altus distinguishes itself through its emphasis on independence and client-centricity, providing advisors and clients with a holistic approach to wealth management, including financial planning, investment, and protection. The company prioritizes a culture of entrepreneurship, empowering advisors to own equity in their practices and make decisions that prioritize the best interests of their clients, free from sales quotas or corporate constraints.

Wellington-Altus has achieved significant recognition for its services and commitment to its advisors. It has been consistently ranked as the top-rated investment dealer in Canada by Investment Executive's Brokerage Report Card, and has also been recognized as one of Canada's Best Managed Companies. The firm's focus on innovation and technology has earned it accolades for its digital platforms and client experience. Wellington-Altus is committed to providing a supportive environment for its advisors, offering a range of resources and tools to help them grow their practices and provide exceptional service to their clients.

Wellington-Altus emphasizes an entrepreneurial culture that prioritizes flexibility for their employees. This is reflected in their support for remote work and access to technology platforms that enable seamless client servicing from anywhere. The company's agile approach to technology ensures advisors have the best platforms and solutions for their clients, ultimately promoting a work-life balance and flexibility for their employees.

Wellington-Altus offers a comprehensive package of employee benefits that reflects their commitment to attracting and retaining top talent. These benefits include a focus on employee ownership through equity partnerships, a robust technology platform to enhance efficiency and client experience, and access to the company's Advanced Wealth Planning Group for larger client mandates. Additionally, the company provides in-house marketing support for individual advisors to create unique online presence and emphasizes freedom from sales quotas, allowing advisors to prioritize impartial and client-centric advice.

Wellington-Altus is an independent private wealth management firm that offers a holistic approach to financial planning, investment, and protection. They are built on the principles of independence, unconstraint, and entrepreneurship, prioritizing client needs over sales targets or profitability minimums. Their goal is to empower advisors to provide truly impartial wealth advice, tailored to individual goals, while leveraging technology and a supportive infrastructure to enhance their practice and deliver an exceptional client experience.

Wellington-Altus cultivates a culture that values independence, client-centricity, and entrepreneurship. The company empowers its advisors to operate autonomously, free from sales quotas and corporate constraints, and prioritize the needs of their clients. This fosters a collaborative and supportive environment where advisors can thrive, build their own brands, and contribute to the firm's growth as equity partners.

Wellington-Altus prioritizes diversity, equity and inclusion through its independent and unconstrained approach to wealth management. The company values an entrepreneurial culture built by advisors, for advisors, and actively seeks to attract a diverse range of talented individuals. This commitment extends to serving a diverse clientele, providing customized solutions and impartial advice that considers each client’s unique needs and circumstances. By fostering an inclusive environment and ensuring a fair and equitable workplace, Wellington-Altus aims to create a positive impact on the financial well-being of individuals and communities.