Wellington-Altus Newsroom

Keep up-to-date with our current happenings

  • All
  • Market Insights
  • News
  • Wealth Planning

Wellington-Altus Welcomes Industry Leader Jordy Chilcott to Head Wealth Strategy and Enablement

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 ...
Read More
Wellington-Altus

Financial Literacy Month – Top Books From the Pros

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 ...
Read More
Wellington-Altus

Financial Literacy Month – Tips From the Pros

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% ...
Read More

‘People are not appreciating how disenfranchised many advisors are’

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 ...
Read More
Wellington-Altus

Financial Literacy Month 2020

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 ...
Read More
Wellington-Altus

Which Work From Home (WFH) expenses can be deducted due to COVID-19?

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 ...
Read More