Wellington-Altus surpasses $50B AUA, acknowledged as Canada’s high-rated funding seller for seventh 300 and sixty five days

WINNIPEG, MB, TORONTO, and MONTRÉAL, June 3, 2026 /CNW/ – Marking one other collection of milestones, Wellington-Altus Financial Inc. has surpassed $50 billion in assets below administration (AUA) in precisely 9 years, and announced that its personal wealth division, Wellington-Altus Non-public Wealth Inc. (Wellington-Altus), has been acknowledged as Canada’s high-rated funding seller in the 2026 Brokerage Characterize Card for the seventh consecutive 300 and sixty five days.

The company reached its $50 billion AUA purpose ahead of the November 2026 purpose, at the side of more than $10 billion AUA in the previous 9 months—representing immediate issue of over 20 per cent, driven by natural expansion and handbook recruitment.

Wellington-Altus changed into founded in 2017 from a vision to revolutionize wealth administration in Canada and has solidified its space as one in every of the industry’s quickest-rising corporations by delivering unparalleled toughen and modern technology that empower handbook independence—the motive power in the abet of its issue.

“The phenomenal success we’ve finished at Wellington-Altus reflects our unwavering commitment to restoring freedom to the handbook skills, and to caring for advisors the system they love his or her purchasers,” said Shaun Hauser, Founder & CEO of Wellington-Altus Financial. “Reaching $50 billion in AUA in precisely 9 years demonstrates the disciplined issue of our company and confirms what we believed from the outset—that advisors, and the industry, are ready for the entrepreneurial tradition shift we’re delivering at Wellington-Altus.”

This sentiment changed into reinforced in the 2026 Brokerage Characterize Card, the place apart Wellington-Altus earned an total ranking of 9.4, underscoring the company’s fair industry mannequin. Conducted by industry newsletter Investment Govt, the Brokerage Characterize Card measures Canada’s high funding sellers based on varied criteria rated by their very cling advisors.

Wellington-Altus excelled in all 27 courses of the Brokerage Characterize Card, leading in 20, at the side of receptiveness to handbook feedback, products and toughen for excessive-safe-fee purchasers, financial planning toughen and technology, industry pattern and advertising and marketing toughen, and toughen for far off system get entry to and transactions.

“Seven consecutive years of standout Brokerage Characterize Card outcomes replicate the roughly company we’re constructing for Canada’s high advisors,” added Shaun. “We’re grateful to the more than 140 handbook groups and over 1,000 workers who absorb joined Wellington-Altus and are bringing our vision to lifestyles.”

The company furthermore bought high marks for its total tradition, with the best ranking for its leadership personnel and strategic focus. It furthermore maintained an unmatched safe promoter get of 95.6.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one in every of Canada’s Top Rising Firms* and the mummy or father firm to Wellington-Altus Non-public Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance protection Inc., Wellington-Altus Neighborhood Alternate strategies Inc., Just Consultant Alternate strategies Inc., and Wellington-Altus Non-public Wealth Inc.—the tip-rated** funding seller in Canada. With more than $50 billion in assets below administration and areas of work across the country, Wellington-Altus identifies with worthwhile, entrepreneurial advisors and portfolio managers, and their excessive-safe-fee purchasers.

* Characterize on Enterprise 2025 rankings.

**Investment Govt 2026 Brokerage Characterize Card.

SOURCE Wellington-Altus Financial Inc.