Unique Answers for Advisors

Power your portfolios and personal brand

The power of strategic collaboration with global titans.

Supporting your independence

We help create personalized solutions focused on achieving your clients’ unique goals. Our portfolio construction process is based on research, professional acumen, and experience in a wide range of market environments.

The Experience
@ Hudson Yards

Our recent trip to New York City brought advisors and colleagues together for a curated event, featuring exclusive meetings with global asset managers and visits to some of the city’s iconic landmarks. Take a look at our top moments.

Read our latest news

Independent Advisor Solutions Announces Exclusive Canadian Partnership with Apollo to Power Advisor Portfolios

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, December 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.

Leadership

Backed by a passion for investment management, professional credentials, and extensive experience in bringing effective investment solutions to market, our team is focused on delivering optimized portfolio outcomes that accelerate the growth of advisor practices.

Jon Kilfoyle

CFA

President

Mark Rarog

CFA

Chief Investment Officer & Head of Core Solutions

James Virgo

CFA, CFP^®, MBA

Head of Multi-Asset Income

Mike Locke

CFA, CAIA

Head of Research