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.
With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.
The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. It can bring significant value for eligible individuals and families, not only through financial support, but also by opening the door to a range of additional programs and services. To apply, individuals must complete Form T2201 Disability Tax Credit Certificate (“Form T2201”), which requires both personal and medical information. Understanding the application process is essential to ensuring a smooth, efficient, and hopefully successful application.
Wellington-Altus Financial Inc. (Wellington-Altus)—parent company to Canada’s top-rated* investment dealer—is proud to learn that Charlie Spiring, Founder and Chair of the company, will be inducted into the prestigious Manitoba Business Hall of Fame in the spring of 2026.
Independent Advisor Solutions (“iAS”) is excited to announce the launch of Global Equity Market Neutral (“GEMN”, pronounced “Gem”), the latest addition to its acclaimed MiBLOX suite. This launch marks a significant expansion of iAS’s strategic partnership with Goldman Sachs Asset Management (“GSAM”), offering Canadian investors exclusive access to a sophisticated, globally diversified, market-neutral investment strategy.
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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