Financial Literacy Month – Tips From the Pros

In a recent national survey by FP Canada™, four-in-ten (39%) Canadians reported they do not have a financial plan. The survey also found that 35%… Read More

‘People are not appreciating how disenfranchised many advisors are’

Founder of fast-growing independent says mindset and tech infrastructure gives it distinct competitive advantage By James BurtonThis article was originally published November 24, 2020 on… Read More

Financial Literacy Month 2020

Wellington-Altus believes in the importance of financial literacy and embracing the role we play in supporting our clients and Canadians in this endeavour. Read More

Which Work From Home (WFH) expenses can be deducted due to COVID-19?

Since mid-March, many Canadians have transitioned their businesses, altered their professional practices or began working from home almost exclusively. As Canadians are meeting clients, keeping… Read More

November Market Insights by James Thorne

Click the image above to download the PDF document. Read More

Financial Literacy Month – Estate Planning

“Only put off until tomorrow what you are willing to die having left undone.” Pablo Picasso There are two fundamental questions that advisors work with… Read More