Company: Wellington-Altus Private Wealth Inc.

33 results found
new label

The fall is already in swing, with a variety of moves and announcements

  • By: Katie Keir
  • September 8, 2022 September 8, 2022
  • 13:11
new label

BMO GAM nabbed 13 investment experts from CI Financial, plus other news

Business person protected by a succession of umbrellas in a COVID background—insurance concept

Tax factors may influence whether a policy is owned corporately or personally

Businessman remove one piece from jenga tower Risk management concept metaphor

Across the industry, there were retirement announcements and an advisor move

Grand opening, cutting red ribbon

A roundup of the latest advisor and executive moves

a woman entering a door of unknown mystery

There were multiple moves in the wealth management space, including top-tier promotions at Wellington-Altus

  • By: Katie Keir
  • March 24, 2022 March 24, 2022
  • 14:51
Hand choosing employee group of businessmen new job appointment notice

Two advisors made moves from big banks, alongside other industry moves

  • By: Katie Keir
  • February 24, 2022 February 24, 2022
  • 10:37
Close up of businessman hands making handshake - greeting, dealing, merger and acquisition concepts

Firm says investments from Jessiman Family Investments and the Cynosure Group will go toward advisor incentive offers and acquisitions

Quebec flag billowing in the breeze

The company eyes growth as it enters Canada's second-largest market

new memo employee appointment notice promotion

Chilcott left Sun Life Global Investments in October