WINNIPEG, MB, TORONTO, and MONTRÉAL, Dec. 18,
2024 /CNW/ - Independent Advisor Solutions Inc.
(Independent Advisor Solutions)—a wholly owned subsidiary of
Wellington-Altus Financial Inc. (Wellington-Altus)—is pleased to announce an
exclusive retail partnership with Apollo (NYSE: APO), a leading
provider of alternative assets and retirement solutions.
This latest collaboration reinforces Independent Advisor
Solutions' dedication to forming deep relationships with industry
leaders and experts that help advisors deliver exceptional client
results and drive the growth of their practice. Independent Advisor
Solutions has also recently announced additional strategic
collaborations with BlackRock and Goldman Sachs.
Under this arrangement, Independent Advisor Solutions plans to
launch a new "MiBLOX" fund in early 2025, providing Canadians with
exclusive retail access to Apollo Aligned Alternatives ("AAA"), a
strategy that pursues fully scaled diversified exposure to
private markets investments.
"Our goal is to power advisor portfolios and their personal
brand, which includes the support of thoughtfully curated and
thoroughly vetted managers who are amongst the very best at what
they do," said Jon Kilfoyle,
President of Independent Advisor Solutions.
"This reinforces our commitment to acting as a trusted partner
to advisors and clients as they build out private markets exposure
in their portfolios," said Stephanie
Drescher, Partner and Chief Client and Product Development
Officer at Apollo. "We're thrilled to partner with the Independent
Advisor Solutions team as we scale access to Apollo's platform,
delivering institutional quality private investments, tailored to
the needs of individuals."
Independent Advisor Solutions is committed to providing unique
answers for advisors that help them differentiate from the rest of
the Canadian marketplace and deliver access to world-class
expertise and resources.
To find out more about Independent Advisor Solutions, please
visit IndependentAdvisorSolutions.ca.
About Independent Advisor Solutions Inc.
Independent Advisor Solutions Inc. offers unique solutions for
advisors through sub-advisory oversight of multi-asset model-based
portfolios (MiMODEL), and provides access to exclusive investment
funds (MiBLOX, MiFUND). Independent Advisor Solutions Inc. is a
wholly owned subsidiary of Wellington-Altus Financial Inc. and is
registered as an investment fund manager and portfolio manager in
Manitoba, Ontario, Newfoundland & Labrador, Québec, and
British Columbia.
About Wellington-Altus Financial Inc.
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to
Wellington-Altus Private Counsel Inc., Wellington-Altus
USA Inc., Wellington-Altus
Insurance Inc., Wellington-Altus Group Solutions Inc., Independent
Advisor Solutions Inc., and Wellington-Altus Private Wealth
Inc.—the top-rated* investment dealer in Canada and one of Canada's Best Managed Companies. With more
than $35 billion in assets under
administration and offices across the country, Wellington-Altus identifies with successful,
entrepreneurial advisors and portfolio managers and their
high-net-worth clients.
*Investment Executive 2024 Brokerage Report
Card.
SOURCE Wellington-Altus Financial Inc.