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Financial Literacy Month – Top Books From the Pros

November 27, 2020

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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Alternative Minimum Tax – When Does It Apply, How, And For Whom?

May 18, 2023

Background. The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.

How Should I Compensate Myself: Salary Or Dividends?

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Everyone’s situation is unique.
Tax is important, but incorporated business owners and professionals should also consider retirement planning, lifestyle and corporate cash flow needs when deciding to take compensation as salary, dividends, or a combination of the two.

Life After Work: Thriving in Retirement

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It takes resilience to manage the transition to retirement and design your next phase of life. Many retirees report feelings of sadness, loneliness or boredom as they struggle to fill the void left by their career identity and/or professional network, despite their best intentions to remain active, engaged and productive.

Maximizing Your RESP: Withdraw Wisely

May 8, 2023

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.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

©2023, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA . ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca