WELLINGTON-ALTUS FINANCIAL

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance 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 $20 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... Wellington-Altus Group Solutions combines the capabilities of a top-tier consulting practice with the service excellence of a boutique firm. Our holistic approach to group retirement and benefits provides white-glove support for plan sponsors, while delivering independent and objective advice to individual plan members. We partner with successful organizations from across the country, adding value through consulting expertise, advocacy, and stewardship.

Also known as: Wellington-Altus, Wellington-Altus Financial Inc., Wellington-Altus Insurance Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Private Wealth Inc., Wellington-Altus USA

Primary location: North York United States