Independent Private Wealth Management. Holistic Wealth Planning, Investment and Protection.
Location: Canada, Manitoba, Winnipeg
Employees: 501-1000
Founded date: 2017
Investors 1
| Date | Name | Website |
| 10.07.2026 | Kelso Priv... | kelso.com |
Mentions in press and media 4
| Date | Title | Description |
| 03.11.2025 | - Wellington City receives $5.1 million for administrative and public safety building | SALT LAKE CITY (October 31, 2025) – The Permanent Community Impact Board (CIB) approved a $5.1 million grant and a $2 million low-interest loan for Wellington City to construct a new administrative and public safety building. “This investme... |
| 17.04.2024 | Exclusive: Wellington raises $385M for first private climate fund | Wellington Management raised $385 million for its first private fund focused solely on climate investments, the firm tells Axios. Why it matters: It's a significant commitment to climate by one of the world's biggest investors. The big pict... |
| 14.12.2021 | Wellington-Altus Forges Strategic Partnership with Envestnet to Empower Advisors with Industry-Leading Solutions | WINNIPEG, TORONTO, MONTREAL, and CHICAGO, Dec. 14, 2021 /PRNewswire/ -- Wellington-Altus Financial Inc. (Wellington-Altus), the number-one wealth advisory company in Canada*, and Envestnet, Inc., a leading provider of intelligent systems fo... |
| 01.06.2021 | Bitcoin Is "Red Pill" for 3.5 Billion People: Wellington-Altus Private Wealth Research | Contents 3.5 billion peopleCommon critiques In its June research note, James Thorne, chief marketing strategist at Canadian wealth advisory company Wellington-Altus Private Wealth, compares Bitcoin's ability to disrupt the status quo to the... |