Wellington-Altus

Independent wealth, built around you

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Why Wellington-Altus

Built by advisors, for advisors.
Owned by the people who serve you.

  • 2026Top-rated investment dealer, Investment Executive Brokerage Report Card
  • 100Advisor net promoter score, the only firm in Canada to reach it
  • $50B+Assets under administration, eight years after founding
  • 60+Locations coast to coast, from Comox to Halifax
Our approach

  1. Independent

    Independence keeps advice objective and impartial. There is no corporate system to serve and no in-house product to favour.

  2. Unconstrained

    Clients come first. No sales quotas, no quarterly targets, no profitability minimums. Advisors are free to do what is right, every time.

  3. Entrepreneurial

    A firm built by advisors, for advisors, with an agile approach to technology so clients always have the best platforms behind them.

Capabilities

Private Wealth Management

Holistic wealth planning, investment and protection. Founded in 2017 and built by advisors, for advisors, with more than $50 billion in assets under administration and an approach that puts the client ahead of any product shelf.

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01

Private Wealth

Discretionary and advisory portfolios, managed by advisors who own the firm they work in. Open architecture, no proprietary funds, no quotas.

02

Private Counsel

Planning-led portfolio management for families, founders and foundations. Goals first, then a road map for reaching them.

03

Group Solutions

Group retirement and benefits that pair the depth of a consulting practice with the service of a boutique firm.

Advanced Wealth Planning

We ask before we advise.

For clients

A plan built from your goals, not a product list. Tax, estate and risk worked through with your own professionals.

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For advisors

Planning and insurance specialists alongside you, with no product ties and no revenue targets.

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Across Canada

More than 60 locations, coast to coast

Local teams from Comox to Halifax, backed by a National Advisory Desk and a shared platform, so every household gets a dedicated advisor and consistent, proactive service.

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