Practice: Wellington-Altus Private Wealth
Firm: Wellington-Altus Private Wealth
Location: Saskatoon, SK
After coming in third on the 2019 Top 50 Advisors list, Todd Degelman moves up one place to second in 2020. The co-founder and vice-chairman of Wellington-Altus, Degelman and partner Charlie Spiring have seen their independent firm grow tremendously in just under three years – they’ve already amassed close to $9 billion in AUM or in transition. Degelman himself continues to add to his personal AUM, growing it by 17% in 2019 to just under $464 million.
Aligning himself with Spiring, Degelman says, has been essential to his success. “As a young man, I was fortunate to have some great mentors and people around me who took the time to care about me and get to know me,” he says. “One of those individuals was Charlie Spiring, who was the founder of Wellington West and is an accomplished and distinguished businessman. Charlie mentored me, while at the same time treated me as his partner. To this day, Charlie is still my partner and one of my closest friends.”
As his business continues to grow, Degelman has several new goals in mind. “Within my practice, my goal is to continue to act as my clients’ CFO and assist them in making sense of their wealth,” he says. “For my firm, my goal is to continue to attract top talent across Canada and enhance the visibility of our rapidly growing firm. The need for more independent choices for advisors has never been greater, and I want to focus on building more advisory teams.”
BUSINESS CONTACT DETAILS:
Company Name: Wellington-Altus Private Wealth
Head Office Address: 150 King St. W. Suite 1501 - P.O. Box 60 Toronto, ON M5H 1J9
Telephone No.: 1-888-585-1962
Website: https://wellington-altus.ca
