Wellington-Altus Financial Inc., established in April 2017, has rapidly emerged as one of Canada’s leading wealth management firms. As of May 2024, the firm surpassed $30 billion in assets under administration (AUA), reflecting a significant increase of over $20 billion since 2020.
The firm’s growth trajectory has been remarkable, achieving a compound annual growth rate in AUA of approximately 50% over six years. This expansion includes more than 110 advisor teams, over 820 employees, and 53 offices nationwide.
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