Wellington-Altus Newsroom

Keep up-to-date with our current happenings

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.

Ana Delgado

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

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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”).

Ana Delgado

Understanding the New Reporting Requirements for Trusts The New Rules for Trust Reporting: Four Unexpected Scenarios

Ana Delgado

Trusts with a December 31 year end will be required to comply with the new reporting requirements beginning with their 2023 T3 Return.

Ana Delgado

Wellington-Altus Financial Inc. has announced the appointment of Steph Condra to the new role of Executive Vice-President, Chief Experience Officer (CXO).

Ana Delgado

Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2022 year on or before January 30, 2023.

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In the realm of economic forecasting, the concept of a trilemma emerges as a thought-provoking framework. This trilemma, which I refer to as the Truman-Gandhi-Churchill trilemma (or the TGC trilemma), encapsulates the perspectives of three influential figures: former British Prime Minister Winston Churchill, the 33rd President of the United States Harry S. Truman, and the revered Indian political leader Mahatma Gandhi.

Ana Delgado

Tax planning is a year-round activity, however as 2023 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings.

Ana Delgado

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.

Ana Delgado

When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, such as the guardianship of minor children and/or how you want your assets to be distributed when you die.

Ana Delgado

Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated wealth management company*, announced today that it has attracted $40 million in a second-round growth equity investment from The Cynosure Group (Cynosure).

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Ray Kurzweil, computer scientist and futurist, once said, "The past is over; the present is fleeting; we live in the future." This sentiment echoes through our current moment as we stand on the threshold of an era defined by technological advancement, navigating a myriad of complex challenges and opportunities.

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