About this episode
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.
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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.
About this episode…
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.
