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The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty Years’ War; it reshaped the global order. It established state sovereignty and balance-of-power principles that have governed international relations for centuries.
Wellington-Altus is pleased to announce three strategic appointments aimed at strengthening advisor support and accelerating the firm’s continued growth.
Download our province and territory-specific 2025 Tax Planning Cards. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card
Download our province and territory-specific 2025 Personal and Corporate Tax Integration Reference Card below.
2025 Wellington-Altus Corporate Tax Reference Card LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards Personal Tax …
Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. have shared a mutually beneficial trade relationship, underpinned by the post-Second World War framework of free trade agreements and multilateral cooperation. However, Donald Trump’s presidency revealed cracks in this foundation.
In today's politically charged atmosphere, it can feel as though standing for anything less than radical extremes invites scorn. As we entered 2025, a surprising emergence of centrist economic policies is reshaping our political discourse, defying party lines and pushing back against the extremes that have dominated the conversation.
Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed.
Independent Advisor Solutions has announced the next phase in its exclusive retail partnership with Apollo, a leading provider of alternative assets and retirement solutions.
The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is now January 1, 2026.
For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2024, the following information outlines how their 2025 minimum withdrawal will be calculated. All RRIF withdrawals are reported as pension income on a T4RIF slip.
Every year clients look at the RRSP Deduction Limit Statement on their Notice of Assessment and ask similar questions:
An RRSP is a retirement savings account available to any Canadian individual taxpayer under the age of 72 and to which they or their spouse/common-law partner can contribute — subject to their respective deduction limits.
The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams of home ownership.
The Tax-Free Savings Account (TFSA) allows Canadians to save and invest funds tax free in order to fund a wide variety of short and long-term financial goals. TFSAs were introduced in 2009 to provide Canadians with an additional tax-advantaged account to augment their savings for longer-term needs such as retirement, or for more immediate goals such as a vacation or vehicle
2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration …
Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2024 year on or before January 30, 2025.
On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that Parliament be prorogued.
In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it's timely to reflect on the evolution of the U.S. dollar.
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.
