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Akeem Foster

Téléchargez notre fiche de référence 2024 sur l’intégration de l’impôt des particuliers et des sociétés propre aux provinces et aux territoires ci-dessous.

Ana Delgado

Download our province and territory-specific 2024 Tax Planning Cards. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card

Akeem Foster

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, December 18, 2024 /CNW/ — Independent Advisor Solutions Inc. (Independent Advisor Solutions)—a wholly owned subsidiary of Wellington-Altus Financial Inc. (Wellington-Altus)—is pleased to announce an exclusive retail partnership with Apollo (NYSE: APO), a leading provider of alternative assets and retirement solutions.

Akeem Foster

On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier that day, the Honourable Chrystia Freeland resigned as Deputy Prime Minister and Minister of Finance. In her absence, FES 2024 was tabled, but not presented or debated in the House, while the Honourable Dominic LeBlanc was being sworn in as Canada’s new Minister of Finance.

Ana Delgado

Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings.

Ana Delgado

Wellington-Altus is launching an exploratory minority secondary share sale process as part of its ongoing strategy to accelerate and enhance shareholder value for the firm and its partners.

WAPW Marketing

As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global economy stand out as defining characteristics. Throughout this period, a bullish outlook has been maintained, often swimming against the tide of mainstream opinion. This perspective has proven valuable as markets navigated through economic and political terrains, embodying the Dickensian sentiment of the best, and worst of times.

Ana Delgado

Independent Advisor Solutions is pleased to announce a relationship with Goldman Sachs Asset Management, a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions.

Ana Delgado

Individual Pension Plans (IPPs) can be a valuable retirement planning tool for incorporated professionals, business owners, or key employees of a company who are not part of a registered pension plan.

Ana Delgado

As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full scope of Fortune's power, as if she would surely do whatever is in her power to do.”

Ana Delgado

Wellington-Altus a annoncé la création de trois nouveaux postes de direction pour soutenir sa trajectoire de croissance exceptionnelle et poursuivre sa mission d’offrir un soutien inégalé aux conseillers.

WAPW Marketing

The Illusion of Easy Wealth in Today’s Economy “That ain’t workin’ that’s the way you do it; Money for nothing and your …

WAPW Marketing

Are We Trapped in a Cycle of Change That Never Changes? A Forecast for 2025 and Beyond “The more things change, the …

Akeem Foster

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, October 2, 2024 /CNW/ Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada's top-rated* investment dealer, Wellington-Altus Private Wealth, today launched Independent Advisor Solutions Inc., a new wholly-owned subsidiary as part of its backing for the growing number of Canadian advisors who are seeking an independent platform that champions individual autonomy and delivers the key supports required to care for clients and accelerate the growth of their practices.

Ana Delgado

WINNIPEG, TORONTO, and MONTRÉAL, September 27, 2024 /CNW/ — Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada’s top-rated investment dealer*, today announced its …

Akeem Foster

As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.

Akeem Foster

Wellington-Altus, société mère du courtier en placement le mieux coté* au Canada, a annoncé une nouvelle facilité de crédit à partir de fonds de titres de créance gérés par Ares Management, ce qui procure à Wellington-Altus un accès à des capitaux importants dans le cadre de sa trajectoire continue de croissance.

WAPW Marketing

Tales of empires are as old as civilization itself. From ancient Mesopotamia to Rome, from the Mongols to the British, history is replete with stories of great powers that rose to dominate vast swaths of territory, only to eventually crumble under the weight of their ambitions. The United States of America, as the preeminent global superpower of the modern era, finds itself at a critical juncture in this age-old narrative.

Akeem Foster

La Financière Wellington-Altus inc. (Wellington-Altus), société mère du courtier en placement le mieux coté* au Canada, a annoncé l’acquisition de la société de gestion de placement Wickham Investment Counsel Inc. (Wickham), située à Hamilton et à Burlington.

WAPW Marketing

At this very moment, the U.S. faces a fiscal predicament which urgently calls for proactive measures following the 2024 presidential election. The nation's mounting debt crisis demands immediate attention, yet neither party has outlined a clear strategy to address this pressing issue. This election cycle has had no shortage of historic events, from the attempted assassination of Former President and Republican Nominee Donald Trump to Vice President Kamala Harris replacing President Joe Biden as the Democratic Nominee. Yet the underlying fiscal dilemma, if left unaddressed, risks triggering an economic crisis that even Wall Street may be underestimating—dismissing U.S. debt concerns as mere cautionary tales.

Ana Delgado

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration …

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