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Death and Taxes: Awareness and Understanding of Multiple Terminal Tax Returns

There are many reasons why preparing income tax returns for a deceased individual in the year of death can be complicated. However, we would be ...

Aircraft, Vessels and Vehicles: The New Luxury Tax

First announced in the 2021 Federal Budget, the new luxury tax will apply to sales, leases, and imports in Canada of certain luxury recreational aircraft, ...

September Market Insights: Waiting for Godot

As I recommended in June, my high-conviction trade was buying government bonds at the long end of the yield curve. We also recommended investors use ...

Wellington-Altus Expands Footprint in Quebec

WINNIPEG, TORONTO and MONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core. “Quebec is an important market to ...

August Market Insights: The Global Economy has its Hamlet Moment

Rebirth or a Financial Crisis Download this PDF here. “To be or not to be, that is the question. Whether ‘tis nobler in the mind ...

Our Firm’s Independence

We take pride in our firm’s independent model, and so do our advisors. Learn more about how they benefit from having the freedom to run ...