Wellington-Altus Financial Inc., established in 2017, is a leading independent wealth management firm in Canada, recognized for its rapid growth and client-centric approach. As of May 2024, the firm surpassed $30 billion in assets under administration (AUA), reflecting a significant increase from over $25 billion in October 2023.
This growth trajectory aligns with their ambitious goal of reaching $50 billion AUA by 2026.
Ontario
Own or work here?