Wellington-Altus sets target of $50bn AUA by 2026, adding three leadership roles to drive expansion
Wellington-Altus Financial Inc. has introduced three new leadership roles, including two executive positions, to manage its growth and extend support for advisors.
Since its establishment in April 2017, Wellington-Altus has expanded to hold more than $35bn in assets under administration (AUA) within seven years. With nearly 900 employees, over 110 advisor teams, and 54 offices across Canada, the firm has set a target of reaching $50bn AUA by the end of 2026.
Shaun Hauser, founder and CEO of Wellington-Altus, noted that the firm’s growth has created a need for additional leadership to guide the recruitment of new advisory teams and support onboarding processes.
Hauser also highlighted the increasing demand within the firm’s private counsel division, which now requires dedicated leadership.
The newly established roles include:
- Executive vice-president (EVP), National Manager: This role will focus on managing relationships with investment advisors, supporting regional managers, and aligning business growth with the firm’s overall strategy.
- Executive vice-president (EVP), Corporate Development: Responsible for directing the recruitment process, this EVP will oversee the strategy to attract investment advisors across Canada.
- Head, Private Counsel: This position will oversee operations within the Private Counsel division, focusing on growth through acquisitions and recruitment, while supporting advisors in meeting their business goals.
Those interested in these positions may contact Cathy Logue, managing director at Stanton Chase Executive Search, for more details on the application process.
In addition to these three new leadership roles, Wellington-Altus is hiring for 19 other positions.
