Founded in 2017, Wellington-Altus has rapidly grown to become one of Canada's largest and top-rated independent wealth management firms. The company was established with a mission to provide unbiased, client-centric financial advice, free from the constraints of larger, traditional financial institutions. It offers a comprehensive suite of services including investment management, financial planning, and insurance solutions, priding itself on an entrepreneurial culture that empowers its investment advisors to act in the best interests of their clients.

Founded in

United States