Wellington-Altus Financial Inc. has introduced three new leadership roles, including two executive positions, to manage its growth and extend support for advisors.
Since its establishment in April 2017, Wellington-Altus has expanded to hold more than $35bn in assets under administration (AUA) within seven years. With nearly 900 employees, over 110 advisor teams, and 54 offices across Canada, the firm has set a target of reaching $50bn AUA by the end of 2026.
Shaun Hauser, founder and CEO of Wellington-Altus, noted that the firm’s growth has created a need for additional leadership to guide the recruitment of new advisory teams and support onboarding processes.
