Shaun Hauser
About Shaun Hauser
Shaun Hauser is the Founder and CEO of Wellington-Altus Financial Inc. and a Senior Wealth Advisor at Wellington-Altus Private Wealth Inc., known for his client-first approach and expertise in wealth management.
Founder & CEO at Wellington-Altus Financial Inc.
Shaun Hauser is the Founder and Chief Executive Officer of Wellington-Altus Financial Inc. Under his leadership, the firm has grown to become a prominent name in the financial advisory industry. Shaun has been instrumental in establishing the company as a trusted provider of wealth management services. His vision and strategic direction have positioned Wellington-Altus Financial Inc. as a leader in offering client-centric financial solutions.
Senior Wealth Advisor at Wellington-Altus Private Wealth Inc.
In addition to his role as CEO, Shaun Hauser serves as a Senior Wealth Advisor at Wellington-Altus Private Wealth Inc. In this capacity, he leverages his extensive experience in wealth management to provide personalized advisory services. Shaun’s client-first approach ensures that each client's unique financial goals and needs are prioritized, leading to highly customized and effective wealth management strategies.
Comprehensive Perspective on Wealth Management
Shaun Hauser’s extensive experience in the wealth management industry provides him with a comprehensive perspective on the field. His approach is characterized by consistency, stability, and a high level of trust. Shaun strongly advocates for an independent and objective methodology, ensuring that financial advice is tailored to the best interest of the client rather than sales quotas or profitability targets.
Client-First and Planning-Led Approach
Shaun Hauser believes in a client-first approach, emphasizing the importance of understanding clients' needs, circumstances, and goals. He promotes a planning-led approach to wealth management, focusing on forward-thinking solutions that are specifically tailored to each client's situation. His dedication to a highly customized private client experience ensures that every element of the financial plan is designed to meet individual objectives.
Technology-Enabled Agility and Client-Focused Service
Shaun Hauser values the role of technology in enhancing client service. By leveraging technology-enabled agility, he ensures that Wellington-Altus Financial Inc. can deliver efficient and timely financial solutions. This client-focused service model allows for a responsive and adaptive approach to managing wealth, ensuring that clients receive the highest level of care and attention in their financial planning and advisory services.