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Financial Literacy Month – Top Books From the Pros

As Financial Literacy Month 2020 comes to a close, our Investment Advisors and Advanced Wealth Planning Group shared their favourite personal finance books.

Here are the Top 5:
1. ‘The Wealthy Barber’ by David Chilton
2. ‘Millionaire Next Door’ by Thomas J. Stanley
3. ‘What Would the Rockefellers Do?’ By Garrett B. Gunderson
4. ‘The Richest Man in Babylon’ by George S. Clason
5. ‘Rich is a State of Mind. Building Wealth and Happiness – A Blueprint’ by Robert M. Gignac

Find an advisor at https://bit.ly/34O0Pok.

The information contained herein has been provided for information purposes only.  The information does not provide financial, legal, tax or investment advice.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 

© 2020, Wellington-Altus Private Wealth Inc.  ALL RIGHTS RESERVED.  NO USE OR REPRODUCTION WITHOUT PERMISSION.

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The Tax You Didn’t See Coming: Phantom Income Explained

April 30, 2026

For direct investments such as stocks and bonds, interest and dividends are taxed in the year in which they are received, and capital gains are taxed in the year in which they are triggered (sold). This results in a straightforward tax effect whereby the investor receives investment income and pays the appropriate amount of tax on a portion of the proceeds. With indirect ownership of securities, for example where an investor owns stocks indirectly through a mutual fund or an ETF, the tax situation may not be as simple.

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Why Planning?

January 29, 2026

At the Advanced Wealth Planning Group at Wellington-Altus, we’re strong advocates for financial planning. And while most Canadians share that view, we recognize that not everyone sees things the same way. This article aims to share our perspective on financial planning, particularly with those who may not yet see its full value.

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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