Keep up-to-date with our current happenings
It’s never too early to start planning the retirement you desire. But do you have a clear idea of how you want to spend your time, and if you have the means to support the lifestyle you envision?
On November 3, 2022, the Department of Finance released updated draft legislative proposals outlining the First Home Savings Account (“FHSA”).
Trusts with a December 31 year end will be required to comply with the new reporting requirements beginning with their 2023 T3 Return.
Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating
to the 2022 year on or before January 30, 2023.
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 all regulatory approvals. Trevor Coates will continue to act in his executive role, on an interim basis, to support the transition over the coming months.
Patience is a form of wisdom Download this PDF here. “All models are wrong. Some models are useful.” — George E. P. Box, statistician “Patience …