By Takara Small
May 5, 2021 Wellington-Altus Private Wealth developed new methods of engaging with clients to better suit their needs. (Courtesy of Wellington-Altus Private Wealth)
After working in finance for over a decade, Shaun Hauser became disillusioned with banks that seemed too focused on upselling products that their customers didn’t need. So, in 2017, the seasoned financial adviser co-launched Wellington-Altus Private Wealth (WAPW) with the vision of providing the best possible advice to clients while ditching traditional cumbersome processes like in-person meetings just to sign paperwork. “We knew that what was common practice at the time wasn’t working for most clients,” says Hauser. “So we changed it.”