# WELLINGTON-ALTUS USA INC.

WELLINGTON-ALTUS USA INC. of WINNIPEG, MANITOBA is an SEC-registered investment adviser.

## Registration

- CRD: 297314
- Type: SEC-registered investment adviser
- SEC file number: 801-113668
- Location: 201 PORTAGE AVENUE, 25TH FLOOR, WINNIPEG, MANITOBA, R3B 3K6
- Phone: 888-315-8729
- Latest filing: 2026-06-29
- Regulatory AUM: $146.2M
- Discretionary AUM: $146.2M
- Clients: 59
- Accounts: 265

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Shaun Gregory Hauser | DIRECTOR | — |
| Dennis Stewner | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER; PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| Charles Douglas Spiring | SHAREHOLDER | — |
| Christopher Raffaele Corsetti | CHIEF COMPLIANCE OFFICER | — |
| Kimberly Diane Shilton | CHIEF COMPLIANCE OFFICER | — |
| Francis Henry Xavier Laferriere | PRESIDENT, WAUSA, EXECUTIVE VICE PRESIDENT, INVESTMENTS, REGULATORY AND DIGITAL STRATEGY, WAFI | — |
| ROBSON ROGER EDWARD | EXECUTIVE VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, CORPORATE SECRETARY | — |
| STOLLER DANIEL RICHARD | CHIEF OPERATING OFFICER | — |
| LAFERRIERE FRANCIS HENRY XAVIER | PRESIDENT, WAUSA, EXECUTIVE VICE PRESIDENT, DIGITAL STRATEGY & COMPLIANCE, WAFI | — |
| CHILCOTT JORDY WARREN | EXECUTIVE VICE-PRESIDENT, WEALTH STRATEGY & ENABLEMENT | — |
| SHILTON KIMBERLY DIANE | CHIEF COMPLIANCE OFFICER | — |
| Degelman Todd Curtis | DIRECTOR, VICE-CHAIR; SHAREHOLDER (100% CLASS E SHARES); TRUSTEE | — |
| Hayward Brian | DIRECTOR | — |
| Hauser Shaun Gregory | DIRECTOR; PRESIDENT; PRESIDENT, CHIEF OPERATING OFFICER | — |
| Coates Blaine William | EXECUTIVE VICE-PRESIDENT; EXECUTIVE VICE-PRESIDENT, CHIEF FINANCIAL OFFICER; TRUSTEE | — |
| SPIRING CHARLES DOUGLAS | DIRECTOR, CHAIR; SHAREHOLDER; TRUSTEE | — |
| Coates Trevor Blake George | CHIEF FINANCIAL OFFICER AND EXECUTIVE VICE-PRESIDENT; TRUSTEE | — |
| Munro Darlene Lillian | INTERIM CHIEF COMPLIANCE OFFICER | — |
| Kaner Paula Marie | EXECUTIVE VICE-PRESIDENT, CHIEF RISK OFFICER; PRESIDENT | — |
| Stewner Dennis | EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297314/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297314/similar
- Related entities: https://search.stillhousedata.com/firm/297314/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297314

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.