Wellington-Altus buying TriVest Wealth Counsel as consolidation in private wealth advising ramps up

Independent wealth advisory Wellington-Altus is buying TriVest Wealth Counsel Ltd., a Calgary-based investment management firm, with plans to establish a beachhead for consolidation of the market segment in which it operates. Winnipeg-based Wellington-Altus, which has $8.5 billion in assets under administration, has already established itself as a consolidator in a larger segment of the wealth […]