Wellington-Altus Newsroom

Keep up-to-date with our current happenings

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Gridlock is good for reducing inflation Download this PDF here. “Permanent high inflation is everywhere and always a fiscal phenomenon” – Thomas …

Ana Delgado

When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions...

Ana Delgado

The government is confident that the Canadian economy will withstand the global economic slowdown that is anticipated by many. While Canada’s unemployment rate is at multi-decade lows, and its economic growth has outperformed its G7 peers’ year to date, admittedly its strong recovery post-Covid 19 is slowing down.

Ana Delgado

Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This article looks at how spending extended periods in the U.S. can subject Canadians who are not otherwise U.S. taxpayers

Ana Delgado

Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP).

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Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while …

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WINNIPEG, TORONTO and MONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core. “Quebec is an …

Ana Delgado

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone – parents, family and friends – can open a RESP as a “subscriber” for the benefit of a child.

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Rebirth or a Financial Crisis Download this PDF here. “To be or not to be, that is the question. Whether ‘tis nobler …

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We take pride in our firm’s independent model, and so do our advisors. Learn more about how they benefit from having the …

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This is Not Coin-Flip Policymaking Download this article as a PDF. “Every theory is a self-fulfilling prophecy that orders experience into the …

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Just Follow the Path of the Credit Markets Download this article as a PDF. “Always make the audience suffer as much as …

Daniel

CapIntel’s partnership with Wellington-Altus reflects the wealth management industry’s growing adoption of technology platforms that support advisors in delivering better outcomes for …

Daniel

WINNIPEG, MB, TORONTO, and MONTREAL, May 16, 2022 /CNW/ — Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private …

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The Danger of Bowing to Political Pressure Download this article as a PDF. “You are what your record says you are.” — …

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This month marks the fifth anniversary of Wellington-Altus, and we have lots to celebrate! On behalf of our Founders and Executive team, thank …

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To the relief of all Canadian taxpayers and contrary to widespread speculation, the government did not increase the capital gains inclusion rate, nor were changes announced to the appropriate use of the principal residence exemption.

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Sowing the Seeds of a New Financial World Order? Download this article as a PDF. “With proper tactics, nuclear war need not …

Daniel

WINNIPEG, TORONTO, and MONTREAL, March 21, 2022—Wellington-Altus Financial Inc. (Wellington-Altus), the number-one wealth advisory company in Canada,* is pleased to announce the …

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Peak Inflation: Saved by Inertia? Download this article as a PDF. “Where have you gone, Joe DiMaggio?” – Simon & Garfunkel Given …

Daniel

Is the Federal Reserve Losing its Independence? Download this article as a PDF. “Grin and bear it.” – Alan Greenspan to Janet …