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Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This ...

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

WINNIPEG, TORONTO, and MONTREAL, October 25, 2022 — Wellington-Altus Financial Inc. (Wellington-Altus) and Conquest Planning Inc. (Conquest) announce the launch of Conquest’s leading-edge artificial intelligence ...

Earlier or Later? Deciding When to Start Canada Pension Plan Retirement Benefits

Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP).

October Market Insights: Is The Fed Repeating The Mistake Of 1937?

The long-term ramifications of the recent OPEC+ decision to cut output and the war in Europe have yet to be fully felt in terms of ...

Communicate Your Wishes: Advanced Healthcare Directives

What is an Advanced Healthcare Directive? An Advanced Healthcare Directive (“AHD”) is a legal document providing instructions for your personal care and/or healthcare decisions when ...

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 ...