WINNIPEG, MB, TORONTO and MONTRÉAL, Feb. 5, 2025
/CNW/ - Independent Advisor Solutions Inc. (Independent Advisor
Solutions)—a wholly owned subsidiary of Wellington-Altus Financial
Inc. (Wellington-Altus)—has
announced the next phase in its exclusive retail partnership with
Apollo (NYSE: APO), a leading provider of alternative assets and
retirement solutions.
Independent Advisor Solutions is excited to launch an additional
"MiBLOX" fund in the first quarter of this year, providing
exclusive Canadian retail access to the Apollo Diversified Credit
Fund ("ADCF"), a diversified, global credit strategy that takes a
multi-asset approach to private and public debt.
This latest development follows strategic collaborations with
BlackRock and Goldman Sachs and builds on a previously announced
partnership providing exclusive Canadian retail access to Apollo's
private markets platform through Apollo Aligned Alternatives
(AAA).
"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, and Apollo is our latest example of this," said
Jon Kilfoyle, President of
Independent Advisor Solutions. "Our collaborations with leading
global asset managers create powerful opportunities for advisors to
serve their clients and drive the growth of their practice."
"This is another example of Apollo's commitment to helping
advisors and clients build out private markets exposure in their
portfolios," said Stephanie
Drescher, Partner and Chief Client and Product Development
Officer at Apollo. "Our partnership with the Independent Advisor
Solutions team can further empower investors in the Canadian market
through access to Apollo's differentiated suite of solutions."
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.
