Marsh has more than 30 years’ financial-industry leadership experience. His track record includes 17 years at Richardson Wealth (formerly Richardson GMP). Marsh is also vice chairman at Dynasty Financial Partners.

The firm has grown its assets under administration to more than C$25 billion ($18.5 billion) since its genesis in April 2017. The firm said it has a medium-term goal of reaching C$50 billion of AuA in the next few years.

Wellington-Altus is the parent company of a raft of businesses, including Wellington-Altus Private Counsel, Wellington-Altus USA and Wellington-Altus Private Wealth. The chief executive of Wellington-Altus is Shaun Hauser.