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Wellington-Altus

rated by investment advisors as canada’s top investment advisory firm in the 2023 brokerage report card

Financial Services
Winnipeg, manitoba
Founded in 2017
501-1,000 employees

founded in 2017, wellington-altus financial inc. (wellington-altus) is the parent company to wellington-altus private counsel inc., wellington-altus usa inc., wellington-altus insurance inc., wellington-altus group solutions inc., wellington-altus asset management inc., and wellington-altus private wealth inc.—the top-rated* wealth advisory company in canada and one of canada’s best managed companies. with more than $25 billion in assets under administration and offices across the country, wellington-altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients. *investment executive 2023 brokerage report card.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
2017
Employee Range
501-1,000
Revenue Range
$50,000,000 - $75,000,000

Location

Address
201 portage avenue
City
Winnipeg
Region
manitoba
Postal Code
r3b 3k6
Country
Canada

Specialties

Holistic Wealth AdvicePrivate Investment AdvicePrivate Financial Planning

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