Wellington-Altus Private Wealth Inc. | Investment Executive Canada's news source for financial professionals Mon, 20 Apr 2026 15:14:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wellington-Altus Private Wealth Inc. | Investment Executive 32 32 Industry moves: Wellington-Altus scores team with $750M in assets https://old.investmentexecutive.com/news/people/industry-moves-wellington-altus-scores-team-with-750m-in-assets/ Mon, 20 Apr 2026 08:00:00 +0000 https://www.investmentexecutive.com/?p=536643 Plus, TD Wealth VP moves into advisor role and appointments across the industry

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]]> Wellington-Altus launches subsidiary with sub-advised funds https://old.investmentexecutive.com/news/industry-news/wellington-altus-launches-subsidiary-with-sub-advised-funds/ Wed, 02 Oct 2024 19:19:27 +0000 https://www.investmentexecutive.com/?p=493806 Independent Advisor Solutions will feature suite of funds from BlackRock

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]]> Wellington-Altus establishes credit with Ares in effort to fuel growth https://old.investmentexecutive.com/news/industry-news/wellington-altus-establishes-credit-with-ares-in-effort-to-fuel-growth/ Fri, 06 Sep 2024 15:49:44 +0000 https://www.investmentexecutive.com/?p=492216 Capital will be deployed to add advisor teams, acquire wealth businesses

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]]> Wellington-Altus acquires ICPM business in Ontario https://old.investmentexecutive.com/news/industry-news/wellington-altus-acquires-icpm-business-in-ontario/ Thu, 08 Aug 2024 21:19:58 +0000 https://www.investmentexecutive.com/?p=490686 Wickham Investment Counsel Inc. adds just over $200 million to the firm's assets

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]]> Wellington-Altus adds new advisor-focused executive role https://old.investmentexecutive.com/news/industry-news/wellington-altus-adds-new-advisor-focused-executive-role/ Wed, 10 Jan 2024 14:02:43 +0000 https://www.investmentexecutive.com/?p=478308 Steph Condra, coming from BMO Private Wealth, will pick up where former president Jordy Chilcott left off

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]]> Manulife veteran to lead iA Clarington Investments https://old.investmentexecutive.com/news/people/manulife-veteran-to-lead-ia-clarington-investments/ Tue, 05 Sep 2023 13:00:10 +0000 https://www.investmentexecutive.com/?p=470852 Plus, new leadership at Women in Capital Markets and a new executive at Horizons

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]]> Wellington-Altus president Jordy Chilcott leaving firm https://old.investmentexecutive.com/news/people/wellington-altus-president-jordy-chilcott-leaving-firm/ Wed, 26 Jul 2023 13:00:54 +0000 https://www.investmentexecutive.com/?p=469193 His departure, effective July 31, has kickstarted other executive shifts

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]]> Nancy Paquet to lead wealth management at National Bank https://old.investmentexecutive.com/news/people/nancy-paquet-to-lead-wealth-management-at-national-bank/ Tue, 13 Jun 2023 19:04:01 +0000 https://www.investmentexecutive.com/?p=467234 Plus other moves within the industry this week

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]]> Industry veteran Jon Kilfoyle joins Wellington-Altus https://old.investmentexecutive.com/news/people/industry-veteran-jon-kilfoyle-joins-wellington-altus/ Tue, 18 Apr 2023 19:54:57 +0000 https://www.investmentexecutive.com/?p=464040 Kilfoyle moves from IG Wealth Management to lead products and platforms

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]]> BMO Private Wealth takes on Kevin Barnes in newly created role https://old.investmentexecutive.com/news/people/bmo-private-wealth-takes-on-kevin-barnes-in-newly-created-role/ Tue, 28 Mar 2023 16:43:24 +0000 https://www.investmentexecutive.com/?p=462838 Barnes' move from TD Wealth's private wealth division is detailed, among other industry news

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