ALTUS FINANCIAL SERVICES LTD

Zambia

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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--/40

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--/60

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

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TrustFinance Intelligence Agency

Research date: Jun 28, 2026

Wellington-Altus Private Wealth has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year, achieving a remarkable overall rating of 9.6 in the 2024 Brokerage Report Card. The firm surpassed $30 billion in assets under administration (AUA) within just seven years, demonstrating rapid growth and a strong commitment to advisor support and innovative technologies. The company excels in various categories, including advisor feedback receptiveness, financial planning support, and technology. Wellington-Altus aims to reach $50 billion AUA in the future, solidifying its position as a leading wealth management firm in Canada.

Wellington-Altus Private Wealth has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year, achieving a remarkable overall rating of 9.6 in the 2024 Brokerage Report Card. The firm surpassed $30 billion in assets under administration (AUA) within just seven years, demonstrating rapid growth and a strong commitment to advisor support and innovative technologies. The company excels in various categories, including advisor feedback receptiveness, financial planning support, and technology. Wellington-Altus aims to reach $50 billion AUA in the future, solidifying its position as a leading wealth management firm in Canada.

EPIC is rapidly growing to become one of the largest retail insurance brokers in the U.S., with projected revenues exceeding $250 million by 2018. The company, founded in 2007, has made several acquisitions to enhance its services and expand its reach. EPIC's growth strategy focuses on maintaining local success while leveraging national resources, and it aims to continue its expansion through acquisitions and strategic partnerships. The company has experienced significant organic growth and is committed to evolving its business model to compete against larger brokers.

EPIC is rapidly growing to become one of the largest retail insurance brokers in the U.S., with projected revenues exceeding $250 million by 2018. The company, founded in 2007, has made several acquisitions to enhance its services and expand its reach. EPIC's growth strategy focuses on maintaining local success while leveraging national resources, and it aims to continue its expansion through acquisitions and strategic partnerships. The company has experienced significant organic growth and is committed to evolving its business model to compete against larger brokers.

Wellington-Altus Financial Inc. has been recognized as Canada's top investment advisory firm for the fourth consecutive year, achieving an overall rating of 9.6 in the 2023 Brokerage Report Card. The firm has over $25 billion in assets under administration and excels in areas such as advisor support, product selection, and corporate stability. It emphasizes a client-focused approach and advisor autonomy, which are key to its success and culture. The firm's net promoter score remains perfect at 100, reflecting high advisor satisfaction.

Wellington-Altus Financial Inc. has been recognized as Canada's top investment advisory firm for the fourth consecutive year, achieving an overall rating of 9.6 in the 2023 Brokerage Report Card. The firm has over $25 billion in assets under administration and excels in areas such as advisor support, product selection, and corporate stability. It emphasizes a client-focused approach and advisor autonomy, which are key to its success and culture. The firm's net promoter score remains perfect at 100, reflecting high advisor satisfaction.

The 2023 Wealth Professional 5-Star Brokerages awards highlight the top wealth management firms in Canada, emphasizing their resilience and innovation amidst economic challenges. Notable firms like Edward Jones Canada and Nour Private Wealth showcase strategies that leverage technology, enhance client relationships, and prioritize compliance and culture. The awards process involved a thorough evaluation of each firm's achievements in areas such as training and technology, with a focus on delivering exceptional client service.

The 2023 Wealth Professional 5-Star Brokerages awards highlight the top wealth management firms in Canada, emphasizing their resilience and innovation amidst economic challenges. Notable firms like Edward Jones Canada and Nour Private Wealth showcase strategies that leverage technology, enhance client relationships, and prioritize compliance and culture. The awards process involved a thorough evaluation of each firm's achievements in areas such as training and technology, with a focus on delivering exceptional client service.

The article discusses the inaugural 5-Star Brokerages awards by Wealth Professional, which recognizes Canadian brokerages excelling in areas such as corporate culture, technology, diversity, compliance, and training. Over 1,700 financial advisors provided feedback on their experiences, leading to the identification of 15 firms as top performers. Key findings include high scores in corporate culture (96%) and compliance (95.9%), but lower scores in training (90.2%). The report emphasizes the importance of adapting to advisor needs and improving areas like diversity and inclusion within the industry.

The article discusses the inaugural 5-Star Brokerages awards by Wealth Professional, which recognizes Canadian brokerages excelling in areas such as corporate culture, technology, diversity, compliance, and training. Over 1,700 financial advisors provided feedback on their experiences, leading to the identification of 15 firms as top performers. Key findings include high scores in corporate culture (96%) and compliance (95.9%), but lower scores in training (90.2%). The report emphasizes the importance of adapting to advisor needs and improving areas like diversity and inclusion within the industry.

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TrustFinance Intelligence Agency

Research date: Jun 28, 2026

Wellington-Altus Private Wealth has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year, achieving a remarkable overall rating of 9.6 in the 2024 Brokerage Report Card. The firm surpassed $30 billion in assets under administration (AUA) within just seven years, demonstrating rapid growth and a strong commitment to advisor support and innovative technologies. The company excels in various categories, including advisor feedback receptiveness, financial planning support, and technology. Wellington-Altus aims to reach $50 billion AUA in the future, solidifying its position as a leading wealth management firm in Canada.

EPIC is rapidly growing to become one of the largest retail insurance brokers in the U.S., with projected revenues exceeding $250 million by 2018. The company, founded in 2007, has made several acquisitions to enhance its services and expand its reach. EPIC's growth strategy focuses on maintaining local success while leveraging national resources, and it aims to continue its expansion through acquisitions and strategic partnerships. The company has experienced significant organic growth and is committed to evolving its business model to compete against larger brokers.

Wellington-Altus Financial Inc. has been recognized as Canada's top investment advisory firm for the fourth consecutive year, achieving an overall rating of 9.6 in the 2023 Brokerage Report Card. The firm has over $25 billion in assets under administration and excels in areas such as advisor support, product selection, and corporate stability. It emphasizes a client-focused approach and advisor autonomy, which are key to its success and culture. The firm's net promoter score remains perfect at 100, reflecting high advisor satisfaction.

The 2023 Wealth Professional 5-Star Brokerages awards highlight the top wealth management firms in Canada, emphasizing their resilience and innovation amidst economic challenges. Notable firms like Edward Jones Canada and Nour Private Wealth showcase strategies that leverage technology, enhance client relationships, and prioritize compliance and culture. The awards process involved a thorough evaluation of each firm's achievements in areas such as training and technology, with a focus on delivering exceptional client service.

The article discusses the inaugural 5-Star Brokerages awards by Wealth Professional, which recognizes Canadian brokerages excelling in areas such as corporate culture, technology, diversity, compliance, and training. Over 1,700 financial advisors provided feedback on their experiences, leading to the identification of 15 firms as top performers. Key findings include high scores in corporate culture (96%) and compliance (95.9%), but lower scores in training (90.2%). The report emphasizes the importance of adapting to advisor needs and improving areas like diversity and inclusion within the industry.

Provided by TrustFinance AI Analysis

ALTUS FINANCIAL SERVICES LTD

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ALTUS FINANCIAL SERVICES LTD

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