Wellington-Altus Newsroom

Keep up-to-date with our current happenings

> Home  | Newsroom

Wellington-Altus Expands Footprint in Quebec 

WINNIPEG, TORONTO and MONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core.

“Quebec is an important market to Wellington-Altus, and we are delighted to have a new office in the heart of the downtown financial community,” said Jordy Chilcott, President. “With a track record of incredible growth across Canada, the opening of Wellington-Altus’ new space in Montreal illustrates our commitment to establish a significant advisor base in the province.”

Recently, Wellington-Altus welcomed the Hale Investment Group into the new location. “We’re absolutely thrilled to join a firm where we have complete freedom to put our clients’ interests first. The agility here to build and leverage best-in-class technology is a refreshing and welcome change that has us more excited than ever about the future,” said Simon Hale, Senior Wealth Advisor & Senior Portfolio Manager.

“The entrepreneurial culture at Wellington-Altus really resonates with advisors in Quebec who are looking to be treated as true partners and have a say in the direction of the firm and their businesses. We’re building some amazing momentum here,” added Christian Perreault, Senior Vice-President & Regional Manager, QC. “The beautiful new branch offers advisors the ability to tap into our innovative and forward-thinking resources, empowering them to better serve their clients than ever before. We’re energized by our growth trajectory and pipeline of wealth advisors in Quebec who are looking to take their practices to the next level.”

The new 12,000 square-foot branch is located at 1250 René-Lévesque Boulevard, a 47-storey architectural landmark. The opening marks the one-year anniversary of Wellington-Altus’ expansion into Quebec.

About Wellington-Altus Financial Inc.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel and Wellington-Altus Private Wealth—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $20 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

*Investment Executive 2022 Brokerage Report Card.

For Media Inquiries:

Lisa Leveille
Vice-President, Marketing
Wellington-Altus Private Wealth
236.326.4139
[email protected]

Share This Article:

Wellington-Altus

Highlights from the 2022 Federal Fall Economic Statement

The government is confident that the Canadian economy will withstand the global economic slowdown that is anticipated by many. While Canada’s unemployment rate is at multi-decade lows, and its economic growth has outperformed its G7 peers’ year to date, admittedly its strong recovery post-Covid 19 is slowing down.

READ MORE »

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein, nor does WA assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

©2022, Wellington-Altus Private Wealth Inc. , Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc. and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.