Ana Delgado, Author at Wellington-Altus

Jun, 2025

The Upside of Downturns: Strategic Tax-Loss Harvesting

Jun, 2025

Wellington-Altus recognized as Canada’s top-rated investment dealer for sixth consecutive year

Independent Advisor Solutions Partners with Fiera Capital to Launch Canadian High Conviction Equities

May, 2025

Wellington-Altus Founder and Chair Charlie Spiring named to the Order of Manitoba

Apr, 2025

Canadian Election Special Market Insights: Carney’s Canada

Apr, 2025

April Market Insights: Embracing a Multipolar World

Apr, 2025

Wellington-Altus Expands Leadership Team with Three Key Executive Appointments

Mar, 2025

2025 Personal Tax Planning Cards

2025 Tax Resources

Feb, 2025

Making the Most of Canadian Registered Accounts: A Quick Reference Guide

Independent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; Continues Mission to Power Advisor Portfolios

Jan, 2025

RRSP

Tax-Free First Home Savings Account

Jan, 2025

2024 Tax Resources

Jan, 2025

Deadline Reminder: 2024 Prescribed Rate Loan Interest Payment

Jan, 2025

Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes

Dec, 2024

Year-End Personal Tax Tips for 2024

Dec, 2024

Wellington-Altus Explores Strategic Minority Share Sale to Drive Shareholder Value

Nov, 2024

Independent Advisor Solutions Announces Relationship with Goldman Sachs to Power Advisor Portfolios

Nov, 2024

Individual Pension Plans

Nov, 2024

U.S. Election Special Market Insights: American System 2.0

Nov, 2024

Wellington-Altus Announces Three New Leadership Roles to Support Advisors and Accelerate Growth Trajectory

Sep, 2024

Wellington-Altus Ranked One of Canada’s Top Growing Companies

Jul, 2024

July Market Insights: Navigating The Dual Revolutions

Jun, 2024

Wellington-Altus Recognized as Canada’s Top-Rated Investment Dealer for Fifth Consecutive Year

May, 2024

Wellington-Altus Surpasses $30 Billion AUA Milestone, Continues Exponential Growth Trajectory

Apr, 2024

Highlights from the 2024 Federal Budget

Mar, 2024

CIRO Policy Options for Leveling the Advisor Compensation Playing Field

Mar, 2024

No Drama: Plan for a Smooth Family Business Succession

Feb, 2024

Investing in a Corporation

Jan, 2024

Trust Reporting Rules

Understanding the New Reporting Requirements for Trusts

Jan, 2024

Wellington-Altus Appoints Steph Condra as Chief Experience Officer, Continues Elevation of Advisor Support

Jan, 2024

Deadline Reminder: 2023 Prescribed Rate Loan Interest Payment

Dec, 2023

Year-End Personal Tax Tips for 2023

Dec, 2023

Estate Planning: Getting the Details Right

Wellington-Altus Attracts Additional Capital to Fuel Parabolic Growth

Nov, 2023

Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

Nov, 2023

2023 Fall Economic Statement

Oct, 2023

Wellington-Altus Ranked One of Canada’s Top Growing Companies

Sep, 2023

Solving The Retirement Funding Puzzle

Aug, 2023

RESP Withdrawal Decision Tree

Jul, 2023

Wellington-Altus Evolves Leadership and Readies for Parabolic Growth

Jun, 2023

Wellington-Altus Ranked #1 Investment Firm in Canada

May, 2023

How Should I Compensate Myself: Salary Or Dividends?

Apr, 2023

Wellington-Altus Welcomes Jon Kilfoyle to Leadership Team

Mar, 2023

Economic and Tax Highlights from the 2023 Federal Budget

Jan, 2023

Retirement Readiness: 10 Questions to Support the Planning Process

Jan, 2023

Wellington-Altus Welcomes Dennis Stewner to Leadership Team

Nov, 2022

Donating Shares: A Tax-Efficient Form of Philanthropy

Nov, 2022

Highlights from the 2022 Federal Fall Economic Statement

Oct, 2022

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Oct, 2022

Earlier or Later? Deciding When to Start Canada Pension Plan Retirement Benefits

May, 2022

Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands

May, 2022

Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada

Mar, 2022

Wellington-Altus Elevates Shaun Hauser to CEO and Jordy Chilcott to President in Strategic Leadership Moves

Feb, 2022

February Market Insights: Is the Federal Reserve Losing its Independence?

Dec, 2021

December Market Insights by James Thorne: The Law of the Hammer

Oct, 2021

October Market Insights by James Thorne: Stagflation

Sep, 2021

Wellington-Altus Announces Expansion of National Footprint to Quebec

Sep, 2021

September Market Insights by James Thorne: Covid’s Lasting Economic Scar

Aug, 2021

August Market Insights by James Thorne: The Case for Deflation

Jul, 2021

July Market Insights by James Thorne: Meme Stocks and Millennials