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HomeWealth ManagementWellington-Altus provides new management roles to assist advisor progress and operations

Wellington-Altus provides new management roles to assist advisor progress and operations


Wellington-Altus Monetary Inc. has launched three new management roles, together with two government positions, to handle its progress and lengthen assist for advisors.

Since its institution in April 2017, Wellington-Altus has expanded to carry greater than $35bn in property below administration (AUA) inside seven years. With practically 900 workers, over 110 advisor groups, and 54 workplaces throughout Canada, the agency has set a goal of reaching $50bn AUA by the top of 2026.

Shaun Hauser, founder and CEO of Wellington-Altus, famous that the agency’s progress has created a necessity for added management to information the recruitment of latest advisory groups and assist onboarding processes.

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