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The Upside of Downturns: Strategic Tax-Loss Harvesting

Volatile markets often prompt investors to review their portfolios and asset allocations. While market volatility is rarely enjoyable, it can open the door to valuable ...
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June Market Insights: The New Nexus of Power

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, ...
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Wellington-Altus recognized as Canada’s top-rated investment dealer for sixth consecutive year

Wellington-Altus Private Wealth has been recognized as Canada’s top-rated investment dealer in the 2025 Brokerage Report Card for the sixth consecutive year.
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Independent Advisor Solutions Partners with Fiera Capital to Launch Canadian High Conviction Equities

Independent Advisor Solutions today announced a strategic partnership with Fiera Capital Corporation (“Fiera”), one of Canada’s leading independent asset managers.
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May Market Insights: From Hegemony to Balance

In an era of unprecedented geopolitical and economic shifts, the Mar-a-Lago Accord signals a decisive, disruptive strategy by the U.S. to redefine its global influence ...
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Wellington-Altus Founder and Chair Charlie Spiring named to the Order of Manitoba

Wellington-Altus is pleased to learn that Charlie Spiring, Founder and Chair of the company, has been appointed to the prestigious Order of Manitoba.
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