Wednesday, July 20, 2022
HomeWealth ManagementHow award-sweeping agency is including groups and AUA

How award-sweeping agency is including groups and AUA


Jordy Chilcott, Wellington-Altus Personal Wealth’s president and Wellington-Altus Monetary’s govt vice-president, stated that was mirrored of their two particular person advisor awards, too.

Maili Wong gained The Equiton Award for Canadian Advisor of the Yr and Susyn Wagner gained The Avenue Residing Asset Administration Award for Portfolio/Discretionary Supervisor of the Yr.

“It’s type of magic,” stated Chilcott. ”If you’re in a position to deliver on companions with an possession mindset and a high-care issue, and you’ll allow them on a digital platform that simply permits them to do their jobs as professionals with out gross sales quotas and associated merchandise, it’s very liberating. I believe that’s why we gained as a company and our success demonstrates that for the final 5 years. However, I believe that’s additionally what enabled our robust feminine advisors to win their classes, too.”

Hauser stated, though the large market indices are down about 20% this quarter, his agency’s had among the finest recruiting quarters in its historical past. It is share worth additionally elevated, regardless of the primary actual bear market in current instances and not using a pandemic hooked up to it.

“I believe you’re onto one thing particular when, even in a deep darkish bear market that occurred actually quick, you continue to can’t cease the momentum,” he stated. “We’re very, very grateful that we’re constructing one thing the place advisors come to us. Nothing actually may give you confidence in your mannequin than, when instances are powerful, folks nonetheless wish to be a part of you.”

Wellington-Altus simply added greater than $800 million to its belongings beneath administration (AUM) when it welcomed three advisory groups – Pejovice & Associates Personal Wealth Administration, Bannatyne Wealth Advisory Group, and Kluge Wealth Advisory – from RBC, Dominion Securities, and TD. 




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