Wellington-Altus celebrates AUA milestone, showcasing advisor support and employee dedication
Altus Financial Inc. (Wellington-Altus) has reached over $30bn in assets under administration (AUA) within seven years of its founding, showcasing its rapid growth.
The firm focused on delivering unparalleled advisor support and integrating innovative technologies to promote independence and success.
This strategy has set Wellington-Altus apart from its competitors. The firm’s AUA has increased by more than $20bn since 2020, establishing it as one of Canada’s fastest-growing wealth management companies.
“Our journey has been extraordinary from day one. Surpassing $30bn AUA in such a short time reflects our vision and unwavering dedication to advisors,” said Shaun Hauser, founder, and CEO of Wellington-Altus.
“Built by advisors for advisors, Wellington-Altus has made significant progress, and I am proud of the trust that leading teams and their clients continue to place in us.”
Hauser also highlighted the contribution of the firm’s employees saying, “We could not have achieved this level of success without the grit and dedication of our people. I am grateful to every team member who has helped us reach this point—and we are just getting started.”
“The accuracy of our instincts, the strength of our business model, and our strategic decisions have driven our accelerated growth and the achievement of this $30bn AUA milestone,” added Charlie Spiring, founder, and chair of Wellington-Altus.
“As we celebrate this remarkable achievement, we remain focused on the future and the exciting opportunities ahead, including our next goal of reaching $50bn AUA.”
Wellington-Altus now includes more than 110 advisor teams, over 820 employees, and 53 offices across Canada.
