# Wellington\-Altus: Independent Private Wealth Management, Holistic Wealth Planning, Investment and Protection > Independent Private Wealth Management\. Holistic Wealth Planning, Investment and Protection\. Generated by Yoast SEO v28.6, this is an llms.txt file, meant for consumption by LLMs. ## Pages - [Careers](https://wellington-altus.ca//careers/) - [Award\-Winning Firm](https://wellington-altus.ca//award-winning-firm/) - [Client Login](https://wellington-altus.ca//client-login/) - [About](https://wellington-altus.ca//about/) - [Market Insights](https://wellington-altus.ca//market-insights/) ## Posts - [August Market Insights: Beyond The AI Bottleneck](https://wellington-altus.ca//august-market-insights-beyond-the-ai-bottleneck/) - [Maximizing Your RESP: Withdraw Wisely](https://wellington-altus.ca//maximizing-your-resp-withdraw-wisely/): A Registered Education Savings Plan \(RESP\) is a Canadian registered investment account that promotes saving to support a beneficiary’s post\-secondary education\. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child\. Invested contributions grow tax free\. - [RESP Withdrawal Decision Tree](https://wellington-altus.ca//resp-withdrawal-decision-tree/): When withdrawing from an RESP, there are a variety of considerations to keep in mind, such as is this the first time the beneficiary is attending post\-secondary education, are they attending full or part\-time, and what makes the most sense – withdrawing EAP and/or PSE\. - [2026 Tax Resources](https://wellington-altus.ca//2026-tax-resources/) - [Personal and Corporate Tax Integration Reference Cards 2026](https://wellington-altus.ca//personal-and-corporate-tax-integration-reference-card-2026/): Download our province and territory\-specific 2026 Personal and Corporate Tax Integration Reference Card below\. ## Advisors - [Tanya Wilson](https://wellington-altus.ca//advisor/tanya-wilson/) - [Noah Djurfeldt](https://wellington-altus.ca//advisor/noah-djurfeldt/) - [Ian Love](https://wellington-altus.ca//advisor/ian-love/) - [Grant Moyle​](https://wellington-altus.ca//advisor/grant-moyle/) - [Laurel Marie Hickey](https://wellington-altus.ca//advisor/laurel-marie-hickey/) ## Locations - [Vancouver \- West Georgia](https://wellington-altus.ca//location/vancouver-west-georgia/) - [Saint John, New Brunswick](https://wellington-altus.ca//location/saint-john-new-brunswick/) - [Cranbrook](https://wellington-altus.ca//location/cranbrook/) - [Calgary – 2535 3rd Ave\. SE](https://wellington-altus.ca//location/calgary-2535-3rd-ave-se/) - [Ottawa – Elgin](https://wellington-altus.ca//location/ottawa-elgin/) ## Leaders - [Graeme Cooper](https://wellington-altus.ca//leadership/graeme-cooper/) - [John Baxter](https://wellington-altus.ca//leadership/john-baxter/) - [Blaine Arnold](https://wellington-altus.ca//leadership/blaine-arnold/) - [Jean‑François Richard](https://wellington-altus.ca//leadership/jean-francois-richard/) - [Erin Zorde](https://wellington-altus.ca//leadership/erin-zorde/) ## AWPGs - [Jonathan Michaelsen](https://wellington-altus.ca//awpg/jonathan-michaelsen/) - [Jennifer Hiemstra](https://wellington-altus.ca//awpg/jennifer-hiemstra/) - [Alton Mendes](https://wellington-altus.ca//awpg/alton-mendes/) - [Travis Duhn](https://wellington-altus.ca//awpg/travis-duhn/) - [Marko Vujadin](https://wellington-altus.ca//awpg/marko-vujadin/) ## Women of Wellington members - [Elaine Knotek\-Holmes](https://wellington-altus.ca//women-of-wellington/elaine-knotek-holmes/) - [Julie Shipley\-Strickland](https://wellington-altus.ca//women-of-wellington/julie-shipley-strickland/) - [Michele Santos](https://wellington-altus.ca//women-of-wellington/michele-santos/) - [Maili Wong](https://wellington-altus.ca//women-of-wellington/maili-wong/) - [Sarah Jones](https://wellington-altus.ca//women-of-wellington/sarah-jones/) ## National Advisory Desk Team Members - [Charlie Purcell](https://wellington-altus.ca//advisory-desk-team/charlie-purcell/) - [Mervyn Adams](https://wellington-altus.ca//advisory-desk-team/mervyn-adams/) - [Jeffrey MacDonald](https://wellington-altus.ca//advisory-desk-team/jeffrey-macdonald/) ## Categories - [Wealth Planning](https://wellington-altus.ca/category/wealth-planning/) - [Market Insights](https://wellington-altus.ca/category/market-insights/) - [News](https://wellington-altus.ca/category/news/) ## Tags - [English](https://wellington-altus.ca/tag/english/) - [Français](https://wellington-altus.ca/tag/francais/) - [French](https://wellington-altus.ca/tag/french/) ## Cities - [Toronto \- King](https://wellington-altus.ca/location//toronto-king/) - [Calgary 5th \- Centennial 2300](https://wellington-altus.ca/location//calgary-5th-centennial-2300/) - [Winnipeg – Portage](https://wellington-altus.ca/location//winnipeg-portage/) - [Saskatoon](https://wellington-altus.ca/location//saskatoon/) - [Kelowna](https://wellington-altus.ca/location//kelowna/) ## Optional - [Sitemap index](https://wellington-altus.ca/sitemap_index.xml)