Wellington-Altus Financial Inc. has achieved two significant milestones: surpassing $50 billion in assets under administration (AUA) within just nine years, and being named Canada's top-rated investment dealer in the 2026 Brokerage Report Card for the seventh consecutive year. The firm's private wealth division, Wellington-Altus Private Wealth Inc., earned this recognition.
Rapid Growth Ahead of Schedule
The firm reached its $50 billion AUA target ahead of the November 2026 goal, adding more than $10 billion in AUA over the past nine months. This represents a growth rate exceeding 20 percent, driven by both organic expansion and advisor recruitment.
Founder's Vision Realized
Shaun Hauser, Founder and CEO of Wellington-Altus Financial, attributed the success to the firm's commitment to advisor independence and support. "Reaching $50 billion in AUA in just nine years demonstrates the disciplined growth of our firm and confirms what we believed from the outset—that advisors, and the industry, are ready for the entrepreneurial culture shift we're delivering," Hauser stated.
Brokerage Report Card Excellence
In the 2026 Brokerage Report Card by Investment Executive, Wellington-Altus earned an overall rating of 9.4, reflecting its independent business model. The firm excelled in all 27 categories, leading in 20, including advisor feedback receptiveness, support for high-net-worth clients, financial planning technology, business development, and remote system access.
"Seven consecutive years of standout Brokerage Report Card results reflect the kind of firm we're building for Canada's top advisors," Hauser added. The firm also received top marks for its overall culture, leadership team, and strategic focus, and maintained an unmatched net promoter score of 95.6.
Company Background
Founded in 2017, Wellington-Altus was built on a vision to revolutionize wealth management in Canada. It has grown rapidly by providing innovative technology and support that empower advisor independence. The firm now includes over 140 advisor teams and more than 1,000 employees.
