Wellington-Altus Financial
Wellington-Altus Financial, founded in 2017, is a top-rated wealth advisory company in Canada with over $25 billion in assets under administration, offering a holistic approach to wealth management through a range of customized solutions and services.
Company History
Wellington-Altus Financial was founded in 2017. Since its inception, the company has grown rapidly, now boasting more than $25 billion in assets under administration. Recognized for its robust growth and innovation, the firm was named one of Canada’s Top Growing Companies in 2023 by the Globe and Mail. Over the years, Wellington-Altus Financial has established itself as one of Canada’s top-rated wealth advisory companies and has earned a reputation as one of Canada’s Best Managed Companies.
Services
Wellington-Altus Financial offers a wide range of wealth management services designed to meet the diverse needs of its clients. These services include portfolio design, tactical asset allocation, advanced tax and estate planning, insurance solutions, and philanthropy. The company also provides group retirement and benefits programs through Wellington-Altus Group Solutions. Clients benefit from a private counsel platform powered by cutting-edge technology, as well as traditional brokerage and advice-based platforms. Additionally, Wellington-Altus delivers peace of mind through comprehensive insurance solutions and personalized wealth planning guidance.
Products
Wellington-Altus Financial offers several specialized products to cater to its high-net-worth clients. Their Platinum Private Portfolios provide a monitored, unified, managed account with access to world-class money managers. The company also extends its offerings to group insurance plans that include traditional and flexible benefits, short and long-term disability management, and employee assistance programs. Furthermore, the firm provides holistic support for group retirement plans, including Group RRSPs, DPSPs, Group TFSAs, Group NRSPs, and Registered Pension Plans.
Sector
Wellington-Altus Financial operates within the wealth management sector, serving ultra-high and high-net-worth private clients, endowments, foundations, and institutional firms. The company’s comprehensive approach includes independent and objective wealth advice, with client assets held by notable custodians such as National Bank Independent Network (NBIN), Fidelity Clearing Canada ULC, and Aviso Correspondent Partners. Their USA custody services are provided by RBC Advisor Services. The firm’s dedicated Advanced Wealth Planning Group offers additional insight and support, ensuring a broad and thorough perspective on wealth management for clients.
Founders
Wellington-Altus Financial was founded in 2017 and has rapidly established itself as a leading firm in the wealth management sector. Although specific details about the founders are not provided, the leadership team is known for its expertise, consistency, stability, and trust. The company's dedication to innovation and investment in technology reflects the founders' vision for delivering best-in-class platforms and solutions, continually enhancing the client experience.