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wellington-altus.ca

Wellington-Altus

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Wellington-Altus company description

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Wellington-Altus Asset Management Inc., and Wellington-Altus Private Wealth Inc.β€”the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $30 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. *Investment Executive 2023 Brokerage Report Card.

Key Employees

  • Allan Kitaka Fcca ,cpa, Cga
    Vice President, Financial Planning and Analysis
  • Anirudh Mohan
    Information Technology Technical Specialist
  • Merlyn Black
    Senior Investment Advisor

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Wellington-Altus competitors and alternatives

New team members of Wellington-Altus

Paul Voden
Video Production Manager
Katerina Seremetidou
Manager - Advisor Experience
Amida Alhassan Mba
Compliance and Supervision Analyst
Heather Corcoran
Associate Vice President. Corporate Development, Western Canada
Blaine Arnold
Executive Vice President, Corporate Development
Kimberly Shilton
Senior Vice-President & Chief Compliance Officer
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