Sunday, June 5, 2022
HomeWealth ManagementHow award-sweeping firm is adding teams and AUA

How award-sweeping firm is adding teams and AUA

Jordy Chilcott, Wellington-Altus Private Wealth’s president and Wellington-Altus Financial’s executive vice-president, said that was reflected in their two individual advisor awards, too.

Maili Wong won The Equiton Award for Canadian Advisor of the Year and Susyn Wagner won The Avenue Living Asset Management Award for Portfolio/Discretionary Manager of the Year.

“It’s kind of magic,” said Chilcott. ”When you’re able to bring on partners with an ownership mindset and a high-care factor, and you can enable them on a digital platform that just allows them to do their jobs as professionals without sales quotas and related products, it’s very freeing. I think that’s why we won as an organization and our success demonstrates that for the last five years. But, I think that’s also what enabled our strong female advisors to win their categories, too.”

Hauser said, even though the big market indices are down about 20% this quarter, his firm’s had one of the best recruiting quarters in its history. It’s share price also increased, despite the first real bear market in recent times without a pandemic attached to it.

“I think you’re onto something special when, even in a deep dark bear market that happened really fast, you still can’t stop the momentum,” he said. “We’re very, very grateful that we’re building something where advisors come to us. Nothing really can give you confidence in your model than, when times are tough, people still want to join you.”

Wellington-Altus just added more than $800 million to its assets under administration (AUM) when it welcomed three advisory teams – Pejovice & Associates Private Wealth Management, Bannatyne Wealth Advisory Group, and Kluge Wealth Advisory – from RBC, Dominion Securities, and TD. 



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