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5 Year-End Personal Tax Tips for 2022

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 ...

November Market Insights: Trump, Gridlock And What It Means For Investors In 2023

Using the 1994-95 midterm election as our guide, we suggest that the conditions for a less aggressive Fed are starting to be in place. The ...

Donating Shares: A Tax-Efficient Form of Philanthropy

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, ...

Highlights from the 2022 Federal Fall Economic Statement

The government is confident that the Canadian economy will withstand the global economic slowdown that is anticipated by many. While Canada’s unemployment rate is at ...

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This ...

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

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 ...