Keep up-to-date with our current happenings
This month marks the fifth anniversary of Wellington-Altus, and we have lots to celebrate! On behalf of our Founders and Executive team, thank you all for everything that you’ve done to help us get to where we are today and fueling our unstoppable momentum!
Celebratory video: See what our team members across the country have to say about our first five years and bright future ahead.
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 Reference Cards 2024
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.
The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.
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