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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.
Alexander Hamilton understood that debt is not necessarily a burden if it is matched by the means of extinguishment. The same principle should guide the American economy today. Debt can be managed when it finances productivity, expands the tax base and accelerates growth. It becomes dangerous when governments borrow merely to preserve stagnation.
That is the wager behind the economic
strategy of U.S. President Donald Trump’s
administration—run the economy hot enough
to grow out of the debt. The objective is not
simply short-term stimulus. It is to expand
energy production, rebuild manufacturing,
accelerate artificial-intelligence (AI) investment and bring industrial capacity back to the U.S.
A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax free.
When withdrawing from an RESP, there are a variety of considerations to keep in mind, such as is this the first time the beneficiary is attending post-secondary education, are they attending full or part-time, and what makes the most sense – withdrawing EAP and/or PSE.
Download our province and territory-specific 2026 Tax Planning Cards.
Alberta Tax Planning Card
British Columbia Tax Planning Card
Manitoba Tax Planning Card
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.
©2026 Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc, Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca