Grant Moyle, Senior Wealth Advisor, and Senior Wealth Advisor Steve Rowley, CFA®, of the Moyle Rowley Wealth Management Group at Wellington-Altus Private Wealth offer elite, all-encompassing wealth advisory services, which include investment advice, wealth management and retirement planning. Together they have more than 60 years of experience and extensive supplementary education. The pair works closely with a team of professionals that includes lawyers, accountants, and others to make sure that all parts of a client’s financial life are connected.
Some accolades are especially revealing.
The 2024 Brokerage Report Card recently recognized Wellington-Altus Private Wealth Inc., the private wealth division of the esteemed Wellington-Altus Financial Inc., as the top-rated investment dealer in Canada. This was the fifth consecutive year the firm received this honour; they also received a remarkable overall rating of 9.6.
This is just one of the talented group’s many noteworthy achievements. They also recently surpassed $30 billion in assets under administration (AUA)—an incredible feat that was accomplished in just seven years—securing its place as one of the fastest-growing wealth management firms in the country.
The company is quickly expanding its national recognition, with a depth of talent from across the Canadian wealth management industry.
What does the company’s parabolic growth reveal? Clearly, it’s the success of their foundational approach. This includes unprecedented levels of advisor support and an entrepreneurial business model that embraces innovative technologies that fuel independence and success.
According to Shaun Hauser, Founder & CEO of Wellington-Altus Financial Inc., it’s all due to unparalleled advisor support. “By empowering advisors with innovative technologies and the freedom and flexibility to operate in the best interests of their clients, we have set ourselves apart from the competition,” he says. “This approach has made us a leading destination for top advisors and their practices, and Wellington-Altus’ domination of the Brokerage Report Card for the past five years reflects this.”
The CEO understands that needs are changing. As client needs grow ever more complex, the demand for innovative and top-tier solutions rises. “Wellington-Altus is uniquely equipped to support its current and future advisors in meeting those challenges,” says Shaun, “and we are excited to accelerate our efforts.”
Investment Executive is the industry publication that is behind the 2024 Brokerage Report Card, which uses a variety of criteria rated by a firm’s own advisors to measure the performance of Canada’s top investment dealers.
Wellington-Altus excelled in all 27 categories, leading in 24. They were recognized for their receptiveness to advisor feedback, the range of products and support available for high-net-worth clients, financial planning support and technology, business development and marketing support, and remote system access and transactions.
“Results from the 2024 Brokerage Report Card confirm that Wellington-Altus advisors are feeling supported and valued as partners in the firm and are in sync with its strategy to revolutionize wealth management in Canada,” says Charlie Spiring, Founder & Chair of Wellington-Altus Financial Inc. “Receiving such high praise from our people is deeply meaningful and propels us even further toward our goals, which include reaching $50 billion AUA.”
Tellingly, the firm also received top marks for its overall culture. Its leadership team and strategic focus received the highest ratings; it also maintained a perfect—and unmatched—net promoter score of 100.
Recently they surpassed an extraordinary milestone when they exceeded $30 billion in AUA. This feat was achieved in just seven years since the company’s inception and signals the continuation of the firm’s exponential growth trajectory.
With an AUA increase of more than $20 billion since 2020, the firm has clearly solidified its position as one of the country’s fastest-growing wealth management companies.
“Our journey has been extraordinary from day one and surpassing $30 billion AUA in such a remarkably short span is a testament to our vision and unwavering dedication to advisors,” says Shaun. “Wellington-Altus is a firm built by advisors for advisors, and I am unbelievably proud of our progress and the trust that leading teams and their clients continue to place in us.”
“We also know that we could not have achieved this level of success without the grit and dedication of our people, and I am grateful to every member of the team who has helped us get to where we are today,” adds Shaun. “Rest assured, we are just getting started.”
Wellington-Altus has more than 110 advisor teams, over 820 employees, 53 offices across the country and many accolades. Built on the foundation of a strong culture of partnership, its unique framework includes more than 70% of shares being held internally. This has seen the firm emerge as a top destination for talent, more than doubling its headcount since 2019.
“The accuracy of our instincts, the strength of our business model and the strategic decisions we’ve made along the way are reflected in our accelerated growth and this $30 billion AUA milestone,” says Charlie. “As we celebrate this remarkable achievement, we remain laser-focused on the future of this great firm and the exciting opportunities that lie ahead, including our next medium-term goal of reaching $50 billion AUA.”
Wellington-Altus Financial Inc. was founded in April 2017 to revolutionize wealth management in Canada. One of Canada’s Best Managed Companies, Wellington-Altus is known for their successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
The Moyle Rowley Wealth Management Group will soon be expanding, bringing their financial planning and investment management expertise to Barrie. The growth is in line with their desire to be able to effectively service their clients both in the GTA and the Simcoe area.
To build your own customized wealth plan and portfolio, visit the Moyle Rowley Wealth Management Group of Wellington-Altus Private Wealth. You can also follow them on Facebook.