Practice: Degelman Pruden Group
Firm: Wellington-Altus Private Wealth
Location: Saskatoon, SK
Cracking the top five for the third year in a row, Wellington-Altus co-founder Todd Degelman celebrated an impressive milestone in 2020, crossing the half-billion mark in AUM. That growth goes hand-in-hand with that of his firm, which has amassed more than $10 billion in assets since its inception in 2017.
Degelman has multiple goals he wants to accomplish in 2021. “My primary goals for the year are threefold,” he says. “First, my clients are number one, so ensuring clients are comfortable and have peace of mind after this unique and volatile year is top of the list. Next, my team is focusing on adding assets through referrals as we continue to grow our business. And, as always, one of my overarching objectives is to help build the best independent brokerage firm in the country.”
Those objectives keep Degelman galvanized, and they’re why he sees himself in this role for years to come. “There’s nothing else I would rather be doing, as I love the business and my clients,” he says. “I truly believe taking care of clients and their investment portfolios is one of the most rewarding jobs a person can have.”
BUSINESS CONTACT DETAILS:
Company name: Wellington-Altus Private Wealth
Head office address: 1360-410 22nd St E, Saskatoon, SK S7K 5T6
Phone number: 306-657-4400
Website: https://advisor.wellington-altus.ca/degelmanprudengroup/
