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Intergenerational Business Transfers: Where are we now?

The transfer of family businesses to the next generation has long been a contentious tax issue. Owners rightfully expect the same tax benefits when selling their businesses to their children or other relatives as if they had sold to a third-party purchaser. Fiscal policy, meanwhile, aims to ensure that such sales to family are authentic

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Wellington-Altus

Making the Most of Canadian Registered Accounts: A Quick Reference Guide

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed.

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Wellington-Altus

Wellington-Altus Evolves Leadership and Readies for Parabolic Growth

The firm has been strategically preparing for its continued growth trajectory, and this has been a key area of focus and planning over the last six months. Wellington-Altus’ leadership continues to evolve and is ready for this next phase, including an elevated structure for advisor support.

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The Ins and Outs of RDSPs

A Registered Disability Savings Plan (RDSP) is a tax-sheltered savings vehicle designed to help families
ensure the long-term financial security of a loved one affected by disability.

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Market Insights July

July Market Insights: Wall Street Is About To Embrace Crypto, And It’s Not What You Think!

There is an old saying, “never let a good crisis go to waste.” And true to form, Wall Street is capitalizing on the current chaos within the digital asset space. Many will be surprised, but those who take a minute to review how society has historically absorbed innovations will understand that what’s occurring is quite normal. Blockchain’s time has come, and Wall Street is embracing it.

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Wellington-Altus

Tax-Free First Home Savings Account

The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams of home ownership.

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