Wellington-Altus Newsroom

Keep up-to-date with our current happenings

  • All
  • Market Insights
  • News
  • Wealth Planning
Wellington Altus Logo

Foreign Spin-offs

Many Canadian shareholder investors (“investor”) own foreign securities. Occasionally a foreign corporation (“original corporation”) will spin-off a subsidiary or business line to its shareholders, so ...
Read More
Market Insights card with a picture of James Throne.

March Market Insights: The Financial Storm Is Coming

It's All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is ...
Read More
Wellington-Altus

Investing in a Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, ...
Read More
February Market insights - Markets in a post Pandemic World

February Market Insights: Trump’s Shadow

As we enter a presidential election year in the U.S., financial markets are resonating with historical echoes. One can particularly recognize the rise of populism ...
Read More
Market Insights card with a picture of James Throne.

January Market Insights: Is There Something Rotten In The State Of Canada?

In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies ...
Read More
Wellington-Altus

The New Rules for Trust Reporting: Four Unexpected Scenarios

The new enhanced trust reporting rules (“new trust rules”) may catch certain Canadian trusts or informal trust arrangements considered Bare Trusts, that previously did not ...
Read More