WINNIPEG , May 1, 2020 /CNW/ – Wellington-Altus Private Wealth ( Wellington -Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive.
The results are a true reflection of Wellington -Altus’ unwavering commitment to attracting and retaining top-tier talent across the board.
“We’ve built a fresh culture around technology-enabled agility, client-focused services, investment advisor collaboration, and a shared love for what we do. We’re bonded by our passion for paving a new road within the investment industry and together, we’re seeing the benefits of our forward-thinking approach,” said Wellington-Altus Founder & President, Shaun Hauser .
The Brokerage Report Card measures Canada’s top investment firms on the basis of several criteria including advisor support, product selection and corporate stability.
In its Brokerage Report Card debut, Wellington -Altus secured the number one spot overall as well as number one rankings in a majority of the categories, including: strategic focus, receptiveness to advisor feedback, support for mobile technology and the mobile advisor, support for using social media, products and support for high-net-worth clients, support for developing a financial plan for clients, marketing support, and corporate culture. Wellington -Altus was also tied for top marks in firm’s stability and advisor’s relationship with compliance department.
As the only firm to achieve a net promoter score of 100, it is clear that advisors are engaged and happy to be building a home at Wellington -Altus.
“I love being at Wellington -Altus because I feel supported, motivated, free from bureaucracy, and aligned with partners who believe in independent advice that puts clients first,” shared Maili Wong , Executive Vice-President, Senior Investment Advisor & Senior Portfolio Manager at Wellington -Altus.
“I love the entrepreneurial approach to building our business at Wellington -Altus. Our clients benefit on a number of fronts and the Rosedale Family Office is stronger than ever. I feel like a true partner, building an awesome firm where the future is ours,” added Executive Vice-President & Senior Portfolio Manager, Gord Love.
On their leading performance in the Brokerage Report Card, Wellington-Altus Founder & Chairman, Charlie Spiring said, “When we set out three years ago on this journey, we were driven to simply build the best environment for advisors: to excel, to service their clients with objective advice, to control their own destiny, and to have a lot of fun. I think we’ve accomplished that.”
<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="About Wellington-Altus Private Wealth” data-reactid=”33″>About Wellington-Altus Private Wealth
<p class="canvas-atom canvas-text Mb(1.0em) Mb(0)–sm Mt(0.8em)–sm" type="text" content="Founded in 2017, Wellington-Altus Private Wealth ( Wellington -Altus) is one of the fastest-growing wealth advisory companies in Canada . With approximately $10 billion in assets under administration, and offices across the country, Wellington -Altus identifies with larger, independently focused investment advisors and their private clients.
” data-reactid=”34″>Founded in 2017, Wellington-Altus Private Wealth ( Wellington -Altus) is one of the fastest-growing wealth advisory companies in Canada . With approximately $10 billion in assets under administration, and offices across the country, Wellington -Altus identifies with larger, independently focused investment advisors and their private clients.
SOURCE Wellington-Altus Private Wealth
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