Wellington-Altus Newsroom

Keep up-to-date with our current happenings

All
Market Insights
News
Wealth Planning

TFSAs 101

The Tax-Free Savings Account (TFSA) allows Canadians to save and invest funds tax free in order to fund a wide variety of short and long-term ...

2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards 2024 ...

Deadline Reminder: 2024 Prescribed Rate Loan Interest Payment

Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2024 year on or before January ...

Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes

On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that ...

Market Insights card with a picture of James Throne.

January Market Insights: The Digital Gold Rush

In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it's timely to ...

Independent Advisor Solutions Announces Exclusive Canadian Partnership with Apollo to Power Advisor Portfolios

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, December 18, 2024 /CNW/ — Independent Advisor Solutions Inc. (Independent Advisor Solutions)—a wholly owned subsidiary of Wellington-Altus Financial Inc. (Wellington-Altus)—is pleased to announce an ...