With Shaun Hauser – Founder & CEO, Wellington-Altus Private Wealth Inc.

Overview

Shaun Hauser offers a unique perspective on how our northern neighbors perceive the wealth management industry, drawing comparisons to practices and firms in the US, and providing insights into creating an independent firm that has achieved extraordinary growth.

> Download a transcript of this episode…

NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

This marks a first for our podcast series.

Our content focus has traditionally been on the wealth management industry in the US. However, in this episode, we’re heading across our northern border to gain a first-hand view of building a wealth management business in Canada.

For perspective, Statista reported that in 2024, assets under management by Canada’s wealth management firms exceeded a staggering 1.95 trillion US dollars. That’s nearly equal to the country’s annual GDP of 2.1 trillion US dollars.

To learn more about the industry, the similarities to the US, and the differences, we asked the Founder and CEO of one of the most successful independent Canadian firms, $35B+ Wellington-Altus Private Wealth, to join us.

Shaun Hauser built a career as an investment advisor in Winnipeg before founding Wellington-Altus in 2017. With a knack for focusing on the long term, he was ultimately motivated to launch the independent firm and later take on a private equity partner.

In this episode with Louis Diamond, Shaun does a deep dive into his firm and the Canadian wealth management space, including:

• 
  
• The Canadian financial advisory industry—and how it compares to the US, including the opportunities and challenges.
  
• Being at the epicenter of the nascent Canadian breakaway movement—and how Wellington-Altus became the hottest firm in Canada in less than 10 years.
  
• Building an independent firm—and the decision to take on a private equity partner.
  
• Differentiating in the Canadian market—and what Wellington-Altus does to stand apart.
  
• The value of scaling an idea—and how Canadians learn from US trends.
  

It’s a conversation that offers a fresh perspective on how our northern neighbors view the wealth management industry, with valuable takeaways for advisors and business owners alike.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

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Shaun Hauser

Founder & CEO, Wellington-Altus Financial Inc.

Senior Wealth Advisor, Wellington-Altus Private Wealth Inc.

A successful Investment Advisor in Winnipeg, Shaun has worked in the field since 1998. He has extensive experience in the management and organization of departments and companies in the wealth management industry.

Shaun also worked for Wellington West, where he managed operations and sales for the asset management subsidiary. Recently, Shaun served on the executive committee of NBF Wealth Management, where he was VP of Advisor Strategy and Support.