Wellington-Altus Newsroom

Keep up-to-date with our current happenings

  • All
  • Market Insights
  • News
  • Wealth Planning
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
Newsroom Featured image Wellington-Altus logo

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
Wellington Altus Logo

Trust Reporting Rules

Understanding the New Reporting Requirements for Trusts The New Rules for Trust Reporting: Four Unexpected Scenarios
Read More
Newsroom Featured image Wellington-Altus logo

Understanding the New Reporting Requirements for Trusts

Trusts with a December 31 year end will be required to comply with the new reporting requirements beginning with their 2023 T3 Return.
Read More
Newsroom Featured image Wellington-Altus logo

Wellington-Altus Appoints Steph Condra as Chief Experience Officer, Continues Elevation of Advisor Support

Wellington-Altus Financial Inc. has announced the appointment of Steph Condra to the new role of Executive Vice-President, Chief Experience Officer (CXO).
Read More