Company: Wellington-Altus Private Wealth Inc.

36 results found

A variety of announcements were made

  • By: Katie Keir
  • December 15, 2022 December 15, 2022
  • 09:34
growth in challenging times

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
announcement

Wellington-Altus adds Todd Ferguson to leadership team

  • By: Katie Keir
  • September 27, 2022 September 27, 2022
  • 12:30
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

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

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

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

  • By: Katie Keir
  • February 24, 2022 February 24, 2022
  • 10:37