Wellington-Altus Newsroom

Keep up-to-date with our current happenings

  • All
  • Market Insights
  • News
  • Wealth Planning
Market-Insights_January-2024

January Market Insights: Is There Something Rotten In The State Of Canada?

In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies ...
Read More...

Trust Reporting Rules

Understanding the New Reporting Requirements for Trusts The New Rules for Trust Reporting: Four Unexpected Scenarios
Read More...
Wellington-Altus

Wellington-Altus Appoints Steph Condra as Chief Experience Officer, Continues Elevation of Advisor Support

Wellington-Altus Financial Inc. has announced the appointment of Steph Condra to the new role of Executive Vice-President, Chief Experience Officer (CXO).
Read More...
Wellington-Altus

Deadline Reminder: 2023 Prescribed Rate Loan Interest Payment

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 ...
Read More...
Market Insights - Jan 2024

Final Thoughts For 2023: Unveiling The Path To A 1.75% Federal Funds Rate

In the realm of economic forecasting, the concept of a trilemma emerges as a thought-provoking framework. This trilemma, which I refer to as the Truman-Gandhi-Churchill ...
Read More...

Year-End Personal Tax Tips for 2023 

Tax planning is a year-round activity, however as 2023 comes to an end, there are several key opportunities to take advantage of available credits, deductions, ...
Read More...

We use cookies on our website to enhance user experience, analyze and improve our services, and learn what information interests you. By continuing to use our website, you agree to our use of cookies. You may change your cookie preferences in your browser or device settings. Learn More How to Delete Cookies