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Ana Delgado

Volatile markets often prompt investors to review their portfolios and asset allocations. While market volatility is rarely enjoyable, it can open the door to valuable opportunities – especially for tax-savvy investors. One such opportunity is the “triggering” or “harvesting” of capital losses.

WAPW Marketing

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fuelled a populist backlash that upended politics from Ohio to Washington. The opioid crisis, the decay of small towns, and the anger of those left behind are not mysterious—they are the predictable fallout of an economic order designed by and for elites, insulated from the consequences of their own policies.

Ana Delgado

Wellington-Altus Gestion Privée a le plaisir d’annoncer que a été reconnue courtier en placement le mieux coté du Canada dans le Brokerage Report Card 2025 pour la sixième année consécutive. le Brokerage Report Card 2025 pour la sixième année consécutive.

Ana Delgado

Solutions de conseillers indépendants, a annoncé aujourd’hui un partenariat stratégique avec Corporation Fiera Capital (« Fiera »), l’un des plus importants gestionnaires d’actifs indépendants au Canada.

WAPW Marketing

In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence and economic stability. Moving beyond unipolar dominance, the U.S. aims to reshape the international order through strategic tariffs, security realignments, financial innovations, and institutional reforms—guided by historical lessons and Keynesian principles. This approach seeks to address systemic imbalances—notably the overvaluation of the dollar and unsustainable debt levels—by fostering growth, innovation, reindustrialization, and regional resilience.

Ana Delgado

Wellington-Altus est ravie d'apprendre que Charlie Spiring, fondateur et président du conseil de la société, a été nommé au prestigieux Ordre du Manitoba.

Ana Delgado

Now that the Canadian election is over and Mark Carney has won, the hard part begins. The campaign trail is behind him; the spotlight now shifts to the daunting reality of governing a nation under siege from global headwinds and domestic skepticism.

Ana Delgado

The signing of the Peace of Westphalia in 1648 didn’t just end the Thirty Years’ War; it reshaped the global order. It established state sovereignty and balance-of-power principles that have governed international relations for centuries.

Ana Delgado

La Financière Wellington-Altus inc. (Wellington-Altus), société mère du courtier en placement le mieux coté* du Canada, a le plaisir d’annoncer trois nominations stratégiques visant à accroître le soutien aux conseillers et à accélérer la croissance continue de l’entreprise.

Ana Delgado

Download our province and territory-specific 2025 Tax Planning Cards. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card

Akeem Foster

Download our province and territory-specific 2025 Personal and Corporate Tax Integration Reference Card below.

Ana Delgado

2025 Wellington-Altus Corporate Tax Reference Card LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards Personal Tax …

WAPW Marketing

Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. have shared a mutually beneficial trade relationship, underpinned by the post-Second World War framework of free trade agreements and multilateral cooperation. However, Donald Trump’s presidency revealed cracks in this foundation.

WAPW Marketing

In today's politically charged atmosphere, it can feel as though standing for anything less than radical extremes invites scorn. As we entered 2025, a surprising emergence of centrist economic policies is reshaping our political discourse, defying party lines and pushing back against the extremes that have dominated the conversation.

Ana Delgado

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed.

Ana Delgado

Solutions de conseillers indépendants a annoncé un partenariat exclusif avec Apollo, un chef de file des solutions de retraite et d’actifs non traditionnels.

WAPW Marketing

The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is now January 1, 2026.

Ana Delgado

RRSP 101 Understanding the RRSP Deduction Limit Statement

Nidhi Kamdar

For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2024, the following information outlines how their 2025 minimum withdrawal will be calculated. All RRIF withdrawals are reported as pension income on a T4RIF slip.

WAPW Marketing

Chaque année, les clients prennent connaissance du relevé de maximum déductible au titre des REER dans leur avis de cotisation et posent des questions similaires:

WAPW Marketing

Un REER est un compte d’épargne-retraite accessible à tout contribuable canadien de moins de 72 ans et auquel lui-même ou son époux ou conjoint de fait peut cotiser, sous réserve de leurs maximums déductibles respectifs.