Company: Wellington-Altus Private Wealth Inc.

36 results found

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

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

Chilcott left Sun Life Global Investments in October

Veteran executive departs recruiting role after less than a year

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

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

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

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