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