Home Wellington-Altus Private Wealth Inc.

Company: Wellington-Altus Private Wealth Inc.

12 results found
paper airplanes

Wellington-Altus tops standings in a variety of categories while BMO plummets

Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

The advisory firm announced a “strategic arrangement” with INFOR

  • By: IE Staff
  • January 31, 2020 January 31, 2020
  • 14:47
Close of businesswoman making announcement in paper trumpet

The firm has added an ICPM business division with the creation of its Private Counsel subsidiary

  • By: IE Staff
  • December 11, 2019 December 11, 2019
  • 11:50
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Cresco, previously part of Scotia Wealth Management, represents the largest book of business to join the independent advisory firm

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

The new appointee will assess market trends and form portfolio recommendations

  • By: IE Staff
  • November 14, 2019 November 14, 2019
  • 11:52

Former head of ScotiaMcLeod finds new home at independent

Advisors can now serve U.S. clients or Canadian clients with U.S.-domiciled accounts

  • By: IE Staff
  • June 27, 2019 October 17, 2019
  • 15:46
Charlie Spiring

Wellington-Altus chairman Charlie Spiring is entering a new venture to do what he does best: Create wealth

personal development, personal and career growth

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