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Why Planning?

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 ...
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Deadline Reminder: 2025 Prescribed Rate Loan Interest Payment

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 ...
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Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management to Launch International Active Equities MiBLOX

Independent Advisor Solutions (“iAS”) today announced an expansion of its strategic partnership with Goldman Sachs Asset Management (“GSAM”) with the launch of International Active Equities, an ...
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Wellington-Altus announces successful close of strategic minority investment from Kelso & Company

Wellington-Altus is pleased to announce the successful closing of its previously announced nearly $400 million CAD secondary minority common equity investment from Kelso & Company
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January Market Insights: The 2026 Market Forecast

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 ...
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December Market Insights: 2026 and the King Dollar Revival

Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this ...
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