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Carson Group to guide the firm’s advisors in every facet of their business

handshaking and exchanging contract documents

The agreement will make Lionridge’s investment management services available to Wellington-Altus’ clients

Wellington-Altus is on the hunt for entrepreneurial advisors

Echelon Wealth Partners names Joe Oliver as chairman

Wellington-Altus Private Wealth Inc., which opened for business on Monday, has 14 investment advisors and $2.5 billion in assets under management