Winnipeg Free Press
MIKAELA MACKENZIE / WINNIPEG FREE PRESS
Charlie Spiring, executive chairman and founder of Wellington-Altus Private Wealth, which made it onto this year’s list of Canada’s Best Managed Companies.
Wellington-Altus Private Wealth was the only Manitoba company to make it onto the list of new winners of Canada’s Best Managed Companies this year.
Opinion
Wellington-Altus Private Wealth was the only Manitoba company to make it onto the list of new winners of Canada’s Best Managed Companies this year.
There have been more Manitoba companies that have won in the past and there are a number of them who re-qualify. (I counted 15 Manitoba companies who are part of the Platinum Club designation which are winners that have maintained their Best Managed status for seven years or more.)
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WINNIPEG, MB and TORONTO, May 5, 2021 /CNW/ - Wellington-Altus Private Wealth (Wellington-Altus) has been recognized with the prestigious Canada s Best Managed Companies designation for its overall business performance and sustained growth. The 2021 Best Managed program awards the best-in-class of Canadian-owned and -managed companies with revenues over $25 million, demonstrating leadership in the areas of strategy, capabilities and innovation, culture and commitment, and financials to achieve sustainable growth.
Wellington-Altus credits this recognition to its early investment in technology, intentionally selective recruitment strategy, focus on innovation, and equity ownership model. In its fourth year, having also recently surpassed $15 Billion in assets under administration, the firm continues to blaze ahead.
By Takara Small
May 5, 2021 Wellington-Altus Private Wealth developed new methods of engaging with clients to better suit their needs. (Courtesy of Wellington-Altus Private Wealth)
After working in finance for over a decade, Shaun Hauser became disillusioned with banks that seemed too focused on upselling products that their customers didn’t need. So, in 2017, the seasoned financial adviser co-launched Wellington-Altus Private Wealth (WAPW) with the vision of providing the best possible advice to clients while ditching traditional cumbersome processes like in-person meetings just to sign paperwork. “We knew that what was common practice at the time wasn’t working for most clients,” says Hauser. “So we changed it.”
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