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‘People are not appreciating how disenfranchised many advisors are’

Founder of fast-growing independent says mindset and tech infrastructure gives it distinct competitive advantage By James BurtonThis article was originally published November 24, 2020 on Wealth ...
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Financial Literacy Month 2020

Wellington-Altus believes in the importance of financial literacy and embracing the role we play in supporting our clients and Canadians in this endeavour. That’s why ...
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Which Work From Home (WFH) expenses can be deducted due to COVID-19?

Since mid-March, many Canadians have transitioned their businesses, altered their professional practices or began working from home almost exclusively. As Canadians are meeting clients, keeping ...
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November Market Insights by James Thorne

The year was 1787. At the Constitutional Convention, Benjamin Franklin walked out of Independence Hall and someone shouted: “Well, Doctor, what have we got? A ...
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Estate Planning Questions to Discuss

“Only put off until tomorrow what you are willing to die having left undone.” – Pablo Picasso There are two fundamental questions that advisors work ...
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Income Tax Planning Questions to Consider

Prepare your income tax return or go to the dentist. Which would you rather endure? It is hard to ignore the financial impact of income ...
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