Wellington-Altus Newsroom

Keep up-to-date with our current happenings

Ana Delgado

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.

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U.S. Federal Reserve Chair Jerome Powell, deeply mindful of Arthur Burns' missteps and inspired by Paul Volcker's tenacity, is fully cognisant of the historical significance of his role. I have consistently argued that Powell would benefit from studying William McChesney Martin's tenure as the first post-Second World War Federal Reserve Chair in the 1950s. Martin adeptly navigated through a period of fiscal dominance, a pattern that is emerging once again. As Sir Winston Churchill implied, focusing on the wrong historical period can lead to policy errors and financial turmoil.

Ana Delgado

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living.

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We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the intertwined narratives obscure the uniqueness of our era. As we contend with a world that echoes the tumult of epics like War and Peace or Game of Thrones, we are in the midst of a "Fourth Turning"—a period of intense demographic, technological, and structural change that recurs approximately every 80 years.

Ana Delgado

Alignment with Industry Perspective & CIRO Commitments. We are in alignment with the Investment Industry Association of Canada (IIAC) on several fronts, particularly on the importance of enabling incorporation options for advisors.

Ana Delgado

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration …

Ana Delgado

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.

Akeem Foster

Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed in Canada.1 CPP is funded by mandatory annual contributions by employees, employers and self-employed individuals based on their CPP pensionable earnings, which typically include salary, wages or other remuneration, commissions, bonuses, most taxable benefits, and tips/ gratuities.

Akeem Foster

Many Canadian shareholder investors (“investor”) own foreign securities. Occasionally a foreign corporation (“original corporation”) will spin-off a subsidiary or business line to its shareholders, so the subsidiary becomes a separate, publicly traded corporation (“spin-off corporation”). In this situation, the investor now owns two separate foreign securities.

Ana Delgado

Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next.

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It's All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is indeed getting the timing right. With Japan and the United Kingdom in recession, and Germany likely to follow, the global economic landscape is increasingly fraught with challenges. The downturn in these major economies, coupled with China's dramatic slowdown and deflationary trends, points to a broader malaise across global markets.

Ana Delgado

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds?

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As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism after the Civil War, which parallels today's socio political dynamics. This comparison challenges the conventional wisdom about investing in a world that is constantly evolving. Concomitantly, there are parallels to the post-Second World War era, notably the extreme levels of debt which rival only today. As the war ended and life got back to normal, a growth scare and deflation resulted. Hence my thesis that our transition period out of COVID-19 has all the earmarks of a transitional period of secular stagnation and deflation.

Akeem Foster

Download our province and territory-specific 2024 Personal and Corporate Tax Integration Reference Card below.

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The Difference Between an RRSP Contribution vs. an RRSP Deduction, and More.

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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.

Ana Delgado

What is an RRSP? Understanding the RRSP Deduction Limit Statement

Ana Delgado

Download our province and territory-specific 2023 Tax Planning Cards. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card

Nidhi Kamdar

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 2022, the following information outlines how their 2023 minimum withdrawal will be calculated.

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In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies that seem at odds with one another, evoking the drama of a Shakespearean play.

Akeem Foster

The new enhanced trust reporting rules (“new trust rules”) may catch certain Canadian trusts or informal trust arrangements considered Bare Trusts, that previously did not have to file an annual Trust Income and Tax Information Return (“T3 Return”).

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