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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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November Market Insights: Trump, Gridlock And What It Means For Investors In 2023

Using the 1994-95 midterm election as our guide, we suggest that the conditions for a less aggressive Fed are starting to be in place. The ...
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Donating Shares: A Tax-Efficient Form of Philanthropy

When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, ...
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