English Archives - Wellington-Altus

Dec, 2024

2024 Personal Tax Planning Cards

Personal and Corporate Tax Integration Reference Card 2024

Dec, 2024

Independent Advisor Solutions Announces Exclusive Canadian Partnership with Apollo to Power Advisor Portfolios

Dec, 2024

2024 Fall Economic Statement

Dec, 2024

Year-End Personal Tax Tips for 2024

Dec, 2024

Wellington-Altus Explores Strategic Minority Share Sale to Drive Shareholder Value

Dec, 2024

December Market Insights: A Year In Review

Nov, 2024

Independent Advisor Solutions Announces Relationship with Goldman Sachs to Power Advisor Portfolios

Nov, 2024

Individual Pension Plans

Nov, 2024

U.S. Election Special Market Insights: American System 2.0

Nov, 2024

Wellington-Altus Announces Three New Leadership Roles to Support Advisors and Accelerate Growth Trajectory

Oct, 2024

November Market Insights: Money For Nothing

Oct, 2024

October Market Insights: The Great Delusion

Oct, 2024

Wellington-Altus Launches Independent Advisor Solutions to Enhance Experience and Accelerate Growth

Sep, 2024

Wellington-Altus Ranked One of Canada’s Top Growing Companies

Sep, 2024

Executor’s Checklist

Sep, 2024

Wellington-Altus Announces Credit Facility With Ares Management, Providing Long-Term Capital to Fuel Growth

Sep, 2024

September Market Insights: Trump’s Trade War

Aug, 2024

Wellington-Altus Acquires Wickham Investment Counsel to Expand Presence in Ontario

Aug, 2024

August Market Insights: Trump’s Fiscal Frenzy

Jul, 2024

2024 Tax Resources

Jul, 2024

July Market Insights: Navigating The Dual Revolutions

Jun, 2024

Wellington-Altus Recognized as Canada’s Top-Rated Investment Dealer for Fifth Consecutive Year

Jun, 2024

June Market Insights: The Grand Chessboard

May, 2024

Wellington-Altus Surpasses $30 Billion AUA Milestone, Continues Exponential Growth Trajectory

May, 2024

May Market Insights: Out Of Options

Apr, 2024

Highlights from the 2024 Federal Budget

Apr, 2024

April Market Insights: Greenspan’s Game Of Thrones

Mar, 2024

CIRO Policy Options for Leveling the Advisor Compensation Playing Field

Mar, 2024

No Drama: Plan for a Smooth Family Business Succession

Mar, 2024

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

Mar, 2024

The Canada Pension Plan (CPP) – What’s new for 2024?

Foreign Spin-offs

Mar, 2024

March Market Insights: The Financial Storm Is Coming

Feb, 2024

Investing in a Corporation

Feb, 2024

February Market Insights: Trump’s Shadow

Jan, 2024

Understanding the RRSP Deduction Limit Statement

RRSP

Jan, 2024

Calculating 2024 RRIF Minimum Withdrawals

Jan, 2024

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

Jan, 2024

The New Rules for Trust Reporting: Four Unexpected Scenarios

Trust Reporting Rules

Jan, 2024

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

Jan, 2024

Deadline Reminder: 2023 Prescribed Rate Loan Interest Payment

Dec, 2023

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

Dec, 2023

Year-End Personal Tax Tips for 2023

Dec, 2023

Tax-Free First Home Savings Account

Dec, 2023

Estate Planning: Getting the Details Right

Wellington-Altus Attracts Additional Capital to Fuel Parabolic Growth

Dec, 2023

December Market Insights: 2024 Forecast

Nov, 2023

Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

Nov, 2023

2023 Fall Economic Statement

Nov, 2023

November Market Insights: Riding The Bull In The Midst Of Chaos

Nov, 2023

Financial Literacy and Children: Keep it Relatable at Every Age

Oct, 2023

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

Oct, 2023

Wellington-Altus Ranked One of Canada’s Top Growing Companies

Sep, 2023

Solving The Retirement Funding Puzzle

Sep, 2023

September Market Insights: The Fed’s High-Wire Act

Aug, 2023

August Market Insights: Unveiling The Crystal Ball

Aug, 2023

RESP Withdrawal Decision Tree

Aug, 2023

Maximizing Your RESP: Withdraw Wisely

Jul, 2023

Intergenerational Business Transfers: Where are we now?

Jul, 2023

Wellington-Altus Evolves Leadership and Readies for Parabolic Growth

Jul, 2023

The Ins and Outs of RDSPs

Jul, 2023

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

Jun, 2023

June Market Insights: Is AI The Next Goldrush?

Jun, 2023

Wellington-Altus Ranked #1 Investment Firm in Canada

May, 2023

Alternative Minimum Tax – When Does It Apply, How, And For Whom?

May, 2023

May Market Insights: The FTX Fiasco Has Nothing To Do With Blockchain Adoption.

May, 2023

How Should I Compensate Myself: Salary Or Dividends?

Apr, 2023

Wellington-Altus Welcomes Jon Kilfoyle to Leadership Team

Apr, 2023

Real Estate and U.S. Taxes: The Cost of Ownership

Planning for Families Affected by Disabilities

TFSAs 101

Reducing Household Taxes Through CPP Sharing

Apr, 2023

April Market Insights: It Looks Like This Holy Fool Was Right, What Now?

Mar, 2023

Economic and Tax Highlights from the 2023 Federal Budget

Mar, 2023

March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation

Feb, 2023

February Market Insights: Apocalypse Delayed – The U.S. Debt-Ceiling Debate

Feb, 2023

Naming Your Executor: Friend or Pro?

Jan, 2023

Retirement Readiness: 10 Questions to Support the Planning Process

Key Considerations When Planning for Retirement

Jan, 2023

Wellington-Altus Welcomes Dennis Stewner to Leadership Team

Jan, 2023

January Market Insights: The 2023 Market Forecast – The Pause that Refreshes

Dec, 2022

5 Year-End Personal Tax Tips for 2022

Nov, 2022

November Market Insights: Trump, Gridlock And What It Means For Investors In 2023

Donating Shares: A Tax-Efficient Form of Philanthropy

Nov, 2022

Highlights from the 2022 Federal Fall Economic Statement

Oct, 2022

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Oct, 2022

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

Oct, 2022

Earlier or Later? Deciding When to Start Canada Pension Plan Retirement Benefits

Oct, 2022

October Market Insights: Is The Fed Repeating The Mistake Of 1937?

Oct, 2022

Communicate Your Wishes: Advanced Healthcare Directives

Death and Taxes: Awareness and Understanding of Multiple Terminal Tax Returns

Sep, 2022

Aircraft, Vessels and Vehicles: The New Luxury Tax

Sep, 2022

September Market Insights: Waiting for Godot

Sep, 2022

Wellington-Altus Expands Footprint in Quebec

Aug, 2022

August Market Insights: The Global Economy has its Hamlet Moment

Jul, 2022

Our Firm’s Independence

Jul, 2022

July Market Insights: The Fed & Its Use of Economic Coercion

Jun, 2022

June Market Insights: The Fed, From Tragedy to Rebirth?

May, 2022

Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands

May, 2022

Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada

May, 2022

May Market Insights: A Secret War to Control the Fed?

Apr, 2022

Celebrating Five Incredible Years!

Apr, 2022

Economic and Tax Highlights from the 2022 Federal Budget

Apr, 2022

April Market Insights: Detonating a Tactical Financial Nuclear Weapon

Mar, 2022

Wellington-Altus Elevates Shaun Hauser to CEO and Jordy Chilcott to President in Strategic Leadership Moves

Mar, 2022

March Market Insights: Peak Inflation, Saved by Inertia?

Feb, 2022

February Market Insights: Is the Federal Reserve Losing its Independence?

Jan, 2022

January Market Insights: The Year of the Fed

Dec, 2021

Wellington-Altus Forges Strategic Partnership with Envestnet to Empower Advisors with Industry-Leading Solutions

Dec, 2021

December Market Insights by James Thorne: The Law of the Hammer

Nov, 2021

Retirement Planning Tips

Nov, 2021

Wellington-Altus Attracts Up to $85 Million in Minority Partner Capital to Fuel Future Growth

Oct, 2021

November Market Insights by James Thorne: Economic Squid Games

Wellington-Altus Advisors Among Canada’s Best in New Top Wealth Advisor Ranking

Oct, 2021

October Market Insights by James Thorne: Stagflation

Sep, 2021

Wellington-Altus Announces Expansion of National Footprint to Quebec

Sep, 2021

September Market Insights by James Thorne: Covid’s Lasting Economic Scar

Aug, 2021

August Market Insights by James Thorne: The Case for Deflation

Jul, 2021

July Market Insights by James Thorne: Meme Stocks and Millennials

Jun, 2021

June Market Insights by James Thorne

May, 2021

Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

May, 2021

Wellington-Altus Again Ranked Best Investment Advisory Firm in Canada

May, 2021

Wellington-Altus Named One of Canada’s Best Managed Companies

May, 2021

May Market Insights by James Thorne

Apr, 2021

Federal Budget Commentary

Apr, 2021

Wellington-Altus Welcomes Paula Kaner as Executive Vice-President & Chief Risk Officer

Apr, 2021

April Market Insights by James Thorne

Mar, 2021

2021 Tax Planning Cards

Mar, 2021

COVID-19 Benefits: Are They Taxable Income Receipts?

WFH and COVID-19: Deducting Home Office Expenses as an Employee

Mar, 2021

March Market Insights by James Thorne

Feb, 2021

Wellington-Altus Holdings Inc. Strengthens Board of Directors with Appointment of David Feather

Feb, 2021

Understanding RRSP Contributions, Deductions and Over-Contributions

Feb, 2021

February Market Insights by James Thorne

Jan, 2021

January Market Insights by James Thorne

Nov, 2020

Wellington-Altus Welcomes Industry Leader Jordy Chilcott to Head Wealth Strategy and Enablement

Nov, 2020

Financial Literacy Month – Top Books From the Pros

Nov, 2020

Financial Literacy Month – Tips From the Pros

Nov, 2020

‘People are not appreciating how disenfranchised many advisors are’

Nov, 2020

Financial Literacy Month 2020

Nov, 2020

Which Work From Home (WFH) expenses can be deducted due to COVID-19?

November Market Insights by James Thorne

Estate Planning Questions to Discuss

Nov, 2020

Income Tax Planning Questions to Consider

Nov, 2020

Retirement Planning Tips

Jul, 2020

Building Something Special

May, 2020

Growing Wellington-Altus tops investment advisory rankings

May, 2020

Wellington-Altus rated best investment advisory firm in Canada

Apr, 2020

Investment dealers’ recruitment efforts go virtual

Feb, 2020

Football Star Finds a Home in the Investment Industry

Jan, 2020

INFOR Financial and Wellington-Altus Announce Strategic Arrangement

Infor strikes cost-saving partnership with Wellington-Altus

Jan, 2020

Top 50 Advisors 2020

Jan, 2020

Wellington-Altus attracts $2 billion more in advisor assets

Jan, 2020

Recent Developments May Usher New Era of Advisor Independence