Wellington-Altus Financial

Wellington-Altus Financial is a financial services wealth management company located in Winnipeg.

Funding reportedLast round: Private equity

Financial ServicesWinnipeg, Canada

What company datasets say Wellington-Altus Financial raised

Funding, as reported

Reported in all285Min the source's currency

Rounds2

Last roundPrivate equity

Last round dateDec 2023

Investors listed4

From Wellington-Altus Financial's own website: 2 founders, 16 on the team.

Shaun HauserFounder & CEO, Wellington-Altus Financial Inc.

Charlie SpiringFounder & Chair

James VirgoSenior Vice-President & Chief Investment Officer
Manmeet BhatiaSenior Vice-President & Head of Private Counsel
Erin ZordeSenior Vice-President, Legal
James LawrenceSenior Vice-President, Marketing
Jon KilfoyleExecutive Vice-President, Investment Solutions Wellington-Altus Financial
Kathie BaranSenior Vice-President, Operations
Paul BeauregardExecutive Vice-President, Legal, Regulatory and Corporate Services
Christopher CorsettiChief Compliance Officer
James ThorneChief Market Strategist
Susan ChanChief Compliance Officer
Andrew MarshIndependent Director
Brian HaywardIndependent Director
Colin RyanVice-Chair
Maili WongBoard Member Wellington-Altus Financial Inc.
Wellington-Altus Financial Inc.Board Of Directors
Dan DervaitisTeam

AdvisersTodd FergusonDallin BeloglowkaGraeme CooperMichael LindbladMohammed AbasPierre Lacroix

Investors who name them

Each firm lists Wellington-Altus Financial on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.

Startups like it

Add your raise, your deck and your story, and put Wellington-Altus Financial in front of investors. Or tell us what we have wrong.