# Wellington-Altus Financial: Financial Services, Winnipeg, Canada

> Wellington-Altus Financial: Wellington-Altus Financial is a financial services wealth management company located in Winnipeg. Based in Winnipeg, Canada.

Source: https://millionrounds.com/startup/wellington-altus-financial (Millionrounds; every figure on the page links to its filing or article)

Canada · [Financial Services startup](https://millionrounds.com/companies)

# Wellington-Altus Financial

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

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Funding reported Last round: Private equity

Financial Services Winnipeg, Canada

Company summary

- **Founded:** 2010 16 years old
- **Team:** 501 201 to 1,000 people
- **Funding reported:** 285M as listed, currency not stated
- **Last round:** Private equity Dec 2023

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Wellington-Altus Financial has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## What company datasets say Wellington-Altus Financial raised

Funding, as reported

Reported in all **285M** in the source's currency

Rounds **2**

Last round **Private equity**

Last round date **Dec 2023**

Investors listed **4**

## Founders and team

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

**Shaun Hauser** Founder & CEO, Wellington-Altus Financial Inc.

**Charlie Spiring** Founder & Chair

- **James Virgo** Senior Vice-President & Chief Investment Officer
- **Manmeet Bhatia** Senior Vice-President & Head of Private Counsel
- **Erin Zorde** Senior Vice-President, Legal
- **James Lawrence** Senior Vice-President, Marketing
- **Jon Kilfoyle** Executive Vice-President, Investment Solutions Wellington-Altus Financial
- **Kathie Baran** Senior Vice-President, Operations
- **Paul Beauregard** Executive Vice-President, Legal, Regulatory and Corporate Services
- **Christopher Corsetti** Chief Compliance Officer
- **James Thorne** Chief Market Strategist
- **Susan Chan** Chief Compliance Officer
- **Andrew Marsh** Independent Director
- **Brian Hayward** Independent Director
- **Colin Ryan** Vice-Chair
- **Maili Wong** Board Member Wellington-Altus Financial Inc.
- **Wellington-Altus Financial Inc.** Board Of Directors
- **Dan Dervaitis** Team

Advisers *Todd Ferguson* *Dallin Beloglowka* *Graeme Cooper* *Michael Lindblad* *Mohammed Abas* *Pierre Lacroix*

## On a portfolio page

Investors who name them

- [Kelso & Company](https://millionrounds.com/fund/kelso-and-company)

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.

## Financial Services in Canada

Startups like it

- [**Ampla Technologies** Toronto · founded 2019](https://millionrounds.com/startup/ampla-technologies)
- [**Ivest Consumer Partners** Vancouver · founded 2013](https://millionrounds.com/startup/ivest-consumer-partners)
- [**Flexiti** Toronto · founded 2013](https://millionrounds.com/startup/flexiti)
- [**Edgepoint Wealth Management** Toronto · founded 2008](https://millionrounds.com/startup/edgepoint-wealth-management)
- [**CHIP Reverse Mortgage** Toronto · founded 1986](https://millionrounds.com/startup/chip-reverse-mortgage)
- [**Canoe Financial** Calgary · founded 2008](https://millionrounds.com/startup/canoe-financial)
- [**Capify** Toronto · founded 1984](https://millionrounds.com/startup/capify)
- [**Brightpath Capital** Waterloo · founded 2015](https://millionrounds.com/startup/brightpath-capital)

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