Episode 204 – Altitude Achieved: Unveiling Wellington-Altus Financial’s Journey with Shaun Hauser

Founded in 2017, Wellington-Altus Financial has quickly grown to more than $30 billion in assets under administration and in offices across North America. Today we have Shaun Hauser, the CEO of Wellington-Altus, to discover the driving forces behind its rise to prominence as Canada’s premier wealth advisory firm.

 

They also discussed:

• The factors contributing to Wellington-Altus Financial’s rise, including experienced founders and technological advancements in FinTech.
• Wealth management industries in Canada compared to the US, focusing on regulation and competition.
• Hiring high-quality advisors and focusing on their satisfaction to ensure client success.
• Mergers and acquisitions (M&A) activity in North American wealth management and future outlook.
• The role of private equity in wealth management, emphasizing alignment with founders and operators.
• Impacts of evolving technology on wealth management, highlighting its role in saving time and enhancing efficiency.
• The importance of firm culture in the success of Wellington-Altus Financial, focusing on care for employees and clients.
• Future prospects and strategic vision for Wellington-Altus Financial’s growth, particularly in the Canadian market.

 

Resources: 

Wellington-Altus Financial

 

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