Wellington-Altus Financial Inc. today announced that its private wealth division, Wellington-Altus Private Wealth Inc., has retained its top spot as Canada’s number-one investment advisory ...
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 ...
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 ...
Wellington-Altus Financial Inc. (Wellington-Altus), parent company to Canada's top-rated wealth management company*, today welcomed Jon Kilfoyle as Executive Vice-President, Products & Platforms of Wellington-Altus ...
For many Canadians who are not otherwise U.S. persons (“Canadian”), owning property in the U.S. may represent an investment opportunity, a home away from home ...
More than one-fifth of Canadians over the age of 18 are living with disabilities, often with special needs which can entail significant costs. There is ...
If you are collecting or have applied to collect your Canada Pension Plan retirement pension benefits (CPP) and have a spouse or common-law partner (CLP) ...
Budget 2023 outlined the government’s plans to build a stronger, more sustainable and secure Canadian economy against a backdrop of slower global growth, elevated global ...
Les Canadiens ont toujours compté sur les régimes de retraite parrainés par l’employeur, les prestations gouvernementales et leurs propres actifs, y compris la hausse de la valeur des biens immobiliers, pour couvrir leurs besoins financiers à la retraite.
While tax planning should be viewed as a year-round activity, there are several actions that can help you take full advantage of available credits, deductions ...
When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, ...
WINNIPEG, TORONTO, and MONTREAL, October 25, 2022 — Wellington-Altus Financial Inc. (Wellington-Altus) and Conquest Planning Inc. (Conquest) announce the launch of Conquest’s leading-edge artificial intelligence ...
Bien des gens qui approchent de la retraite se demandent s’il y a un âge optimal pour commencer à toucher les prestations de retraite du Régime de pensions du Canada (RPC).
What is an Advanced Healthcare Directive? An Advanced Healthcare Directive (“AHD”) is a legal document providing instructions for your personal care and/or healthcare decisions when ...
First announced in the 2021 Federal Budget, the new luxury tax will apply to sales, leases, and imports in Canada of certain luxury recreational aircraft, ...
WINNIPEG, TORONTO and MONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core. “Quebec is an important market to ...
CapIntel’s partnership with Wellington-Altus reflects the wealth management industry’s growing adoption of technology platforms that support advisors in delivering better outcomes for clients. WINNIPEG, TORONTO, ...
WINNIPEG, MB, TORONTO, and MONTREAL, May 16, 2022 /CNW/ — Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private Wealth Inc., has ...
To the relief of all Canadian taxpayers and contrary to widespread speculation, the government did not increase the capital gains inclusion rate, nor were changes ...
WINNIPEG, TORONTO, and MONTREAL, March 21, 2022—Wellington-Altus Financial Inc. (Wellington-Altus), the number-one wealth advisory company in Canada,* is pleased to announce the appointments of Shaun ...
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