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Wellington-Altus Financial Inc., parent company to the number-one wealth advisory firm in Canada*, has today announced its inaugural placement on Globe and Mail's list of Canada's Top Growing Companies for 2023. This honour is the latest in a series of industry accolades recognizing the firm's impressive accomplishments.
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.”
The Globe and Mail Gillian Livingston Published December 17, 2020 Mark Blinch/Reuters Technology stocks may have led the way through the COVID-19 pandemic, but it will be commodity and more traditional stocks – bolstered by a timely rollout of coronavirus vaccines and ongoing government financial support – that will shine in the year ahead, several investment experts predict. In 2020, growth stocks like the “FAANGs” – which includes Facebook Inc. (FB-Q), Apple Inc. (AAPL-Q), Amazon.com Inc. (AMZN-Q), Netflix Inc. (NFLX-Q) and Google LLC, whose parent is Alphabet Inc. (GOOG-Q) – skyrocketed as everyone turned to technology to keep businesses going. That left more traditional and value stocks in the dust.