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Tenez-vous au courant de nos activités actuelles
La Financière Wellington-Altus inc. a dépassé 50 milliards de dollars en actifs administrés en neuf ans seulement, et a annoncé que sa division du patrimoine privé Wellington-Altus Gestion Privée inc. (Wellington-Altus) a été reconnue comme le courtier en placement le mieux coté au Canada dans le Brokerage Report Card 2026 pour la septième année consécutive.
America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, agriculture, and continental depth; it still issues the reserve currency at the core of global trade and finance; and it still leads the race to build artificial intelligence (AI) as the next digital platform. Yet precisely because American power remains so large, the visible breakdown of the post–Second World War rules-based order has become impossible to ignore. To anyone who has read German historian and philosopher Oswald Spengler’s The Decline of the West (1918), this is not a surprise but a pattern: history is not a straight line of progress. Instead, it is the record of civilizations that rise as living cultures harden into systems and eventually exhaust the moral energy that made them great in the first place. America did not choose this time, but it has been born into it.
Winston Churchill, as first lord of the Admiralty, tied Britain’s fate to Persian oil. United States President Donald Trump’s war in Iran, centred on Operation Epic Fury, could do the same for the West by removing Iran’s nuclear shadow, resetting oil toward US$60, and finally unlocking a modern peace dividend.
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.
Le 28 avril 2026, le ministre des Finances et du Revenu national, François‑Philippe Champagne, a déposé la Mise à jour économique du printemps de 2026 (la « Mise à jour »). Il s’agit de la première mise à jour économique du printemps après que le dépôt du budget fédéral eût été déplacé à l’automne en 2025.
U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is the opening move in a new great game over energy, artificial intelligence (AI), and money. By neutralizing Iran and Venezuela, squeezing Cuba, binding Canada, and courting Russia, Washington is trying to re-anchor oil in U.S. dollars and push BRICS’ [1] monetary ambitions to the margins. Layered on top are digital rails—dollar-backed stablecoins, tokenized Treasuries, gold, and even a strategic bitcoin reserve—designed to harden, not retire, King Dollar. If it works, Bretton Woods 2.0 will arrive not as a conference, but as the unannounced sequel to a crisis-ridden decade, with the U.S. once again writing the rules.
Every parent hopes to provide their children with the best possible opportunities, particularly when it comes to education. As the cost of higher education in Canada continues to rise, many families find it challenging to determine how best to save and invest for these future expenses.
“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it. In artificial intelligence, there is no bronze medal. There will be a hegemon and a runner‑up. Everyone else will be a client. Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big Tech is “exhausting its available capital” or whether capex “must mean revert,” as if infrastructure were optional and competition courteous. They are using valuation models from the wrong century for the wrong game. AI is not an app store. It is a weapon system—and the operating system of the next industrial era. The capital going into it is not a bubble. It is rearmament.
Solutions de conseillers indépendants a annoncé aujourd’hui un nouveau partenariat stratégique avec J.P. Morgan Asset Management qui élargit davantage ce qui est rapidement devenu l’une des plateformes de placements gérés entretenues de façon institutionnelle qui se distinguent le plus dans l’industrie.
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to—not subordinate to—the Monroe Doctrine, the 1823 U.S. policy that warned European powers against further colonization or interference in the Western Hemisphere. It represents a new organizing framework for U.S. power that blends hard power, economic nationalism, and pro-growth domestic policy.
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.
What is a prescribed rate loan? A prescribed rate loan is one of the few income-splitting opportunities provided to Canadians that does not violate the various “attribution rules” found in Canada’s Income Tax Act. These “attribution rules” are designed to prevent high-tax bracket individuals from shifting investment income to a lower-tax bracket individual’s hands.
Solutions de conseillers indépendants a annoncé aujourd’hui l’élargissement de son partenariat stratégique avec Goldman Sachs Asset Management (« GSAM ») en lançant l’International Active Equities, une stratégie d’actions internationales de qualité institutionnelle offerte exclusivement aux conseillers canadiens par son entremise. La stratégie renforce la plateforme MiBLOX, qui fournit des composantes de base conçues par des gestionnaires en fonction d’objectifs spécifiques pour la construction de portefeuilles modernes.
Wellington-Altus est heureuse de confirmer la clôture réussie de son investissement minoritaire secondaire annoncé précédemment de près de 400 millions de dollars canadiens en actions ordinaires de Kelso & Company
History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn. The foundation for the 2026 investment thesis is that with interest payments on U.S. debt now exceeding annual defense spending, the fiscal constraint has become too binding to ignore, and structural adjustment is no longer optional. We have no choice but to adjust; the system is in a state of flux.
Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark …
With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.
The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. It can bring significant value for eligible individuals and families, not only through financial support, but also by opening the door to a range of additional programs and services. To apply, individuals must complete Form T2201 Disability Tax Credit Certificate (“Form T2201”), which requires both personal and medical information. Understanding the application process is essential to ensuring a smooth, efficient, and hopefully successful application.
La Financière Wellington-Altus Inc. (Wellington-Altus), société mère du courtier en placement le mieux coté du Canada, est fière d’apprendre que Charlie Spiring, fondateur et président du conseil d’administration de l’entreprise, sera intronisé au prestigieux Temple de la renommée des gens d’affaires du Manitoba au printemps 2026.
Independent Advisor Solutions (“iAS”) is excited to announce the launch of Global Equity Market Neutral (“GEMN”, pronounced “Gem”), the latest addition to its acclaimed MiBLOX suite. This launch marks a significant expansion of iAS’s strategic partnership with Goldman Sachs Asset Management (“GSAM”), offering Canadian investors exclusive access to a sophisticated, globally diversified, market-neutral investment strategy.
Le 4 novembre 2025, le ministre des Finances et du Revenu national, François-Philippe Champagne, a déposé le très attendu budget fédéral de 2025 (le « budget 2025 »). Comme il n’y a pas eu de budget au printemps cette année, la population canadienne était impatiente d’en savoir plus sur les priorités budgétaires et l’orientation économique du gouvernement. Notre groupe Planification de patrimoine avancée a résumé les faits saillants et les répercussions de ce budget
