Wellington-Altus Financial is the parent company to a group of wealth-advisory and asset-management businesses, including Wellington-Altus Private Counsel, USA, Insurance, Group Solutions, Asset Management and Private Wealth. The firm provides wealth management services to high-net-worth clients and supports entrepreneurial advisors and portfolio managers. It has grown rapidly since its 2017 founding and now administers more than $25 billion in assets. Wellington-Altus emphasizes a culture of ownership, with partners holding over 70% of shares, and Cynosure holding a 15% minority stake following its investments. The company is pursuing continued scale by adding top wealth advisors and portfolio managers across Canada and has a medium-term target of $50 billion in assets. It is ranked as a top-rated wealth advisory business and one of Canada’s Best Managed Companies, with offices across the country.

Total raised

$40M

Funding rounds

1

Latest round

Equity

Latest activity

Dec 2023