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Wellington-Altus celebrates $30B AUA milestone

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This article was published 28/05/2024 (799 days ago), so information in it may no longer be current.

Wellington-Altus recently achieved a major milestone when the Winnipeg based wealth management firm reached the $30 billion mark in assets under administration (AUA).

While that achievement is remarkable in and of itself, it is even more noteworthy when you consider the company was founded just seven years ago.

It’s an accomplishment Wellington-Altus Founder & CEO Shaun Hauser says everyone associated with the company takes pride in.

“Our journey has been extraordinary from day one and surpassing $30 billion AUA in such a remarkably short span is a testament to the unwavering dedication of our clients and advisors, and also to our vision of revolutionizing wealth management in Canada,“ says Hauser.

Wellington-Altus is a proudly Winnipeg-built firm that was started by advisors for advisors

“Wellington-Altus is a proudly Winnipeg-built firm that was started by advisors for advisors, and I am unbelievably proud of our progress and the trust that leading teams and their clients continue to place in us all over the country.”

Founder & Chair Charlie Spiring says Wellington-Altus’ exponential growth trajectory reflects the sound decision-making capabilities of the firm and its people.

“The accuracy of our instincts, the strength of our business model and the strategic decisions we’ve made along the way are reflected in our accelerated growth and our $30 billion AUA milestone,” says Spiring.

Wellington-Altus was founded in Winnipeg in 2017. Since that time, the firm has grown to become the top-rated wealth advisory company in Canada, according to the Investment Executive 2023 Brokerage Report Card. It also consistently ranks among Canada’s Best Managed Companies and was recognized as one of Canada’s Top Growing Companies in 2023 by The Globe and Mail for its three-year revenue growth.

Wellington-Altus employs more than 820 people at 53 offices across Canada. Hauser says the firm’s success is a tribute to the hard work and dedication of its entrepreneurial-minded employees.

“We know that we could not have achieved this level of success without the grit and dedication of our people, including many who are located at our Winnipeg head office. I am grateful to every one of them who has helped us get to where we are today. And rest assured, we are just getting started,” he says.

Despite being one of Canada’s fastest growing wealth management firms, Wellington-Altus has remained true to its Winnipeg roots. It remains headquartered in the Manitoba capital, where it employs more than 210 individuals at eight offices across the province and helps support 15 dedicated advisor teams who manage $3.7 billion in AUA.

Spiring says its no accident that the firm’s Winnipeg operations have played a prominent role in the company’s success.

“Winnipeg is our home, and we love seeing the roll-on effects of our own successes to other individuals and businesses throughout the city and its communities,” he explains.

A big part of what has made Wellington-Altus so successful, say its founders, is the fact that it operates independently. That independence has allowed it to remain agile and innovative, making it an ideal choice for progressive advisors wanting to avoid the constraints of legacy institutions. At Wellington-Altus, advisors have the freedom to operate in the best interest of their clients through uniquely tailored solutions and the latest technology-driven platforms.

Despite achieving such a high level of success in a relatively short period of time, the firm has no plans to rest on its laurels. In fact, nothing could be further from the truth.

“As we celebrate this remarkable achievement, we remain laser-focused on the future of this great firm and the exciting opportunities that lie ahead, including our next goal of reaching $50 billion AUA,” says Spiring.

To discover more about this award-winning firm and how it can help you on your wealth journey, visit join-wellington.ca