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Naming Your Executor: Friend or Pro?

A key element of estate planning is choosing an executor, someone you trust to carry out the instructions in your will. To ensure that the ...
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Retirement Readiness: 10 Questions to Support the Planning Process

It’s never too early to start planning the retirement you desire. But do you have a clear idea of how you want to spend your ...
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Key Considerations When Planning for Retirement

Canadians have historically relied upon employer-sponsored pension plans, government benefits and their own assets—including rising real estate prices—to cover their financial needs in retirement.
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Wellington-Altus Welcomes Dennis Stewner to Leadership Team

Today, Wellington-Altus is proud to announce that Dennis Stewner will join the firm as Executive Vice-President, Chief Operating Officer, and Chief Financial Officer, subject to ...
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January Market Insights: The 2023 Market Forecast – The Pause that Refreshes

To be clear, raising interest rates does not solve supply-side shocks. Nor does it, in the short term, stop governments from implementing inflationary fiscal policy.
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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 ...
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