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Financial Literacy Month – Tips From the Pros

In a recent national survey by FP Canada™, four-in-ten (39%) Canadians reported they do not have a financial plan. The survey also found that 35% ...
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‘People are not appreciating how disenfranchised many advisors are’

Founder of fast-growing independent says mindset and tech infrastructure gives it distinct competitive advantage By James BurtonThis article was originally published November 24, 2020 on Wealth ...
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Financial Literacy Month 2020

Wellington-Altus believes in the importance of financial literacy and embracing the role we play in supporting our clients and Canadians in this endeavour. That’s why ...
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Which Work From Home (WFH) expenses can be deducted due to COVID-19?

Since mid-March, many Canadians have transitioned their businesses, altered their professional practices or began working from home almost exclusively. As Canadians are meeting clients, keeping ...
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November Market Insights by James Thorne

The year was 1787. At the Constitutional Convention, Benjamin Franklin walked out of Independence Hall and someone shouted: “Well, Doctor, what have we got? A ...
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Estate Planning Questions to Discuss

“Only put off until tomorrow what you are willing to die having left undone.” – Pablo Picasso There are two fundamental questions that advisors work ...
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