Our Advanced Wealth Planning Group is independent, unconstrained, and entrepreneurial. The holistic wealth planning process at Wellington-Altus starts with clients’ needs or wants, not recommended investments. The process also ties in financial planning, tax recommendations, wealth transfer guidance and risk identification.
Most importantly, we don’t start off by telling you what to do. We engage and we ask questions because questions lead to insights. We want to get to know our clients. What keeps you awake at night? What are you looking forward to in five, 10 or 20 years?
Our recommendations begin with what matters most to our clients. We draft a plan identifying your wants or needs and provide independent, unconstrained guidance on how best to achieve them. Our clients want cohesive, collaborative planning from all their respective professionals.
We understand our clients have limited time, so we are proactive and reach out to work with our clients’ external tax and legal professionals.
We do insurance differently. We don’t look for ways to sell product – we find opportunities to improve client outcomes. We don’t have targets and revenue expectations. We genuinely believe that clients deserve to be treated with respect. We work as a team to find the best opportunities for clients to save money, reduce taxes and enhance their overall lifestyle – now and in the future.
We provide peace of mind. For clients, it’s knowing that they are protected. For advisors, it’s knowing that the proper solution was recommended. It is of the utmost importance to us that clients not only understand what they have, but why they have it.
We operate independently with no ties to specific products or sales targets. We strive to understand what is important to our clients and find ways to protect and enhance not only their current lifestyle, but that of future generations.
Vice-President, Advanced Wealth Planning Strategy & Services
Wellington-Altus Financial
Associate Vice-President, Advanced Wealth Planning
Wellington-Altus Financial
Associate Vice-President, Advanced Wealth Planning
Wellington-Altus Financial
Associate Vice-President, Advanced Wealth Planning
Wellington-Altus Financial
Senior Wealth Planner, Advanced Wealth Planning
Wellington-Altus Financial
Senior Wealth Planner, Advanced Wealth Planning
Wellington-Altus Financial
Senior Wealth Planner, Advanced Wealth Planning
Wellington-Altus Financial
Wealth Planner, Advanced Wealth Planning
Wellington-Altus Financial
Wealth Planner, Advanced Wealth Planning
Wellington-Altus Financial
Wealth Planner, Advanced Wealth Planning
Wellington-Altus Financial
With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.
The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. It can bring significant value for eligible individuals and families, not only through financial support, but also by opening the door to a range of additional programs and services. To apply, individuals must complete Form T2201 Disability Tax Credit Certificate (“Form T2201”), which requires both personal and medical information. Understanding the application process is essential to ensuring a smooth, efficient, and hopefully successful application.
On November 4, 2025, Finance Minister and National Revenue Minister François-Philippe Champagne tabled the much-anticipated 2025 Federal Budget (Budget 2025). With no spring budget earlier this year, Canadians have been eager for insights into the government’s fiscal priorities and economic direction. Our Advanced Wealth Planning Group has summarized the key highlights and implications from this release.
