Strategic Retail Distribution Relationships
- In January 2020, INFOR announced a strategic partnership with Wellington-Altus Private Wealth, adding to our existing partnership with Questrade Inc., established in June 2019.
- We are now able to leverage Wellington-Altus’s and Questrade’s distribution capabilities to further expand our ability to raise capital for corporate clients.
- In order to build a strong shareholder base for a client, it is important to balance any committed institutional following with a strong brokerage component.
- Leading independent, high-end, wealth management advisory firm
- Registered investment dealer and member of IIROC and CIPF
- Over $200 million average book size per advisor
- 21 branches across Canada
$15B AUA
- Canada’s fastest-growing online brokerage and #1 rated online broker by MoneySense 2019
- Registered investment dealer and member of IIROC and CIPF
- 50,000 new accounts opened annually
- 20 years in the Canadian market