Keep up-to-date with our current happenings
Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings.
Wellington-Altus is launching an exploratory minority secondary share sale process as part of its ongoing strategy to accelerate and enhance shareholder value for the firm and its partners.
As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global economy stand out as defining characteristics. Throughout this period, a bullish outlook has been maintained, often swimming against the tide of mainstream opinion. This perspective has proven valuable as markets navigated through economic and political terrains, embodying the Dickensian sentiment of the best, and worst of times.
Independent Advisor Solutions is pleased to announce a relationship with Goldman Sachs Asset Management, a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions.
Individual Pension Plans (IPPs) can be a valuable retirement planning tool for incorporated professionals, business owners, or key employees of a company who are not part of a registered pension plan.
As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full scope of Fortune's power, as if she would surely do whatever is in her power to do.”
Wellington-Altus has announced the creation of three new leadership roles, including two executive-level positions, to support its exceptional growth trajectory and continue its mission of delivering unparalleled levels of advisor support.
The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your …
Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the …
WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, October 2, 2024 /CNW/ Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada's top-rated* investment dealer, Wellington-Altus Private Wealth, today launched Independent Advisor Solutions Inc., a new wholly-owned subsidiary as part of its backing for the growing number of Canadian advisors who are seeking an independent platform that champions individual autonomy and delivers the key supports required to care for clients and accelerate the growth of their practices.
WINNIPEG, TORONTO, and MONTRÉAL, September 27, 2024 /CNW/ — Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated investment dealer*, today announced its …
As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.
Wellington-Altus, parent company to Canada’s top-rated* investment dealer, has announced a new credit facility from credit funds managed by Ares Management that provides Wellington-Altus with access to significant capital as it continues its growth trajectory.
Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.
Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated* investment dealer, has announced the acquisition of investment management firm, Wickham Investment Counsel Inc. (Wickham), located in Hamilton and Burlington, Ontario.
At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation's mounting debt crisis demands immediate attention, yet neither party has outlined a clear strategy to address this pressing issue. This election cycle has had no shortage of historic events, from the attempted assassination of Former President and Republican Nominee Donald Trump to Vice President Kamala Harris replacing President Joe Biden as the Democratic Nominee. Yet the underlying fiscal dilemma, if left unaddressed, risks triggering an economic crisis that even Wall Street may be underestimating—dismissing U.S. debt concerns as mere cautionary tales.
2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration …
Mark Twain once delivered a sobering reminder of humanity's tendency to disregard transformative ideas while allowing misconceptions to persist. As we stand on the precipice of two seismic shifts—the AI revolution and an impending fiscal storm—his words resonate profoundly.
Wellington-Altus has been recognized as Canada’s top-rated investment dealer for the fifth consecutive year in the 2024 Brokerage Report Card.
In the complex arena of global finance, as in geopolitics, strategic positioning can be just as crucial as raw power. This insight comes from Polish-American diplomat and political scientist Zbigniew Brzezinski in his book The Grand Chessboard, which offers a compelling parallel to the world of investing. Brzezinski's analogy paints a vivid picture where nations are likened to chess pieces, with their geographic locations and potential weaknesses playing a pivotal role in the grand strategy of international relations.
Wellington-Altus has exceeded the remarkable milestone of $30 billion in assets under administration (AUA) in just seven years since inception, continuing its parabolic growth.