Wellington-Altus Newsroom

Download our province- and territory-specific 2021 Tax Planning Cards below. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card New Brunswick

Download this article as a PDF. The COVID-19 pandemic continues to be a source of great financial hardship for many Canadians. In response, the Government

Download this article as a PDF. COVID-19 has forced many employees to work from home (WFH) for the first time in their careers. It is

“So we beat on, boats against the current, borne back ceaselessly into the past.”                         – F. Scott Fitzgerald, The Great Gatsby Download this

WINNIPEG and TORONTO, February 26, 2021/CNW/ – Wellington-Altus Holdings Inc. (Wellington-Altus) announced the appointment of David Feather to the holding company’s Board of Directors as

Download this article as a PDF. A Registered Retirement Savings Plan (“RRSP”) is commonly used to help Canadian individual taxpayers (“Canadians”) save for their retirement. 

“Vincit qui patitir.” – Latin proverb(Rough translation: “He who endures will conquer.”) After a year that few could have predicted, we look forward to a

WINNIPEG and TORONTO, December 1, 2020/CNW/ – Wellington-Altus Private Wealth (Wellington-Altus) is pleased to welcome Jordy Chilcott as Executive Vice-President, Wealth Strategy and Enablement in

As Financial Literacy Month 2020 comes to a close, our Investment Advisors and Advanced Wealth Planning Group shared their favourite personal finance books. Here are the Top

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%

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

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

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

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

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

Prepare your income tax return or go to the dentist. Which would you rather endure? It is hard to ignore the financial impact of income

It’s easy to put off retirement planning. Retirement has a way of arriving sooner than expected. In fact, the COVID-19 pandemic has triggered many Canadians

Frank Mauro’s 36-year career in the financial industry is no accident – it’s something he planned from the start. “I did my degree in finance

After just three years in business and in the first year of its eligibility, Wellington-Altus Private Wealth was rated the No. 1 investment advisory firm

WINNIPEG, May 1, 2020 /CNW/ — Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card,

Before COVID-19 hit, some of Canada’s largest independent investment dealers had been recruiting financial advisors actively and aggressively. Although the onset of the pandemic has

Adam Bighill rises at 4:45 a.m. most days – and it’s not just to prepare for the coming season as a linebacker for the Grey

TORONTO and WINNIPEG, January 31, 2020 /CNW/ – INFOR Financial Inc. (“INFOR Financial”), Canada’s leading independent investment banking advisory firm, and Wellington-Altus Private Wealth Inc.

A rapidly expanding wealth manager and a boutique investment bank plan to announce a partnership on Friday that gives both firms room to grow without

Wealth Professional is proud to present the seventh annual Top 50 Advisors list. In total, this year’s Top 50 Advisors are managing more than $16

Independent has deals lined up for first half of 2020 as it takes advantage of frustrations with big banks Wellington-Altus Private Wealth already has more

Financial advisors in Canada could soon find it much easier to work independently of large brokerage firms – a rapidly growing trend in the United