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Our Firm’s Independence

July 15, 2022

We take pride in our firm’s independent model, and so do our advisors. Learn more about how they benefit from having the freedom to run their own businesses and visit join-wellington.ca for more details. #UnstoppableMomentum

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What “Higher For Longer” Means For Your Bond Portfolio

October 19, 2026

Higher long-term yields are changing the trade-offs between income, price sensitivity and the obligations a portfolio must support.
Bond investors are facing an unusual combination of opportunity and pressure.

The New Economics of Resilience

October 19, 2026

Security, redundancy and domestic capacity are changing where capital is deployed, but greater spending does not guarantee stronger investment returns.

When Wealth Is Diversified But Not Liquid

October 19, 2026

A portfolio can contain many assets and still leave an investor without sufficient capital at the moment it is needed.

The Succession Planning Gap

October 19, 2026

A transfer plan must address ownership, control and readiness, not only who receives an asset.

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

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