Français Archives - Wellington-Altus

May, 2025

Wellington-Altus Founder and Chair Charlie Spiring named to the Order of Manitoba

Apr, 2025

Wellington-Altus Expands Leadership Team with Three Key Executive Appointments

Feb, 2025

Independent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; Continues Mission to Power Advisor Portfolios

Dec, 2024

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

Dec, 2024

2024 Fall Economic Statement

Dec, 2024

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

Nov, 2024

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

Nov, 2024

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

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

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

Aug, 2024

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

Jun, 2024

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

May, 2024

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

Apr, 2024

Highlights from the 2024 Federal Budget

Jan, 2024

The New Rules for Trust Reporting: Four Unexpected Scenarios

Trust Reporting Rules

Understanding the New Reporting Requirements for Trusts

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

Year-End Personal Tax Tips for 2023

Dec, 2023

Estate Planning: Getting the Details Right

Wellington-Altus Attracts Additional Capital to Fuel Parabolic Growth

Nov, 2023

Industry Veteran Andrew Marsh Joins Wellington-Altus Board of Directors

Nov, 2023

2023 Fall Economic Statement

Nov, 2023

Financial Literacy and Children: Keep it Relatable at Every Age

Oct, 2023

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

Sep, 2023

Solving The Retirement Funding Puzzle

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

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

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

Reducing Household Taxes Through CPP Sharing

Mar, 2023

Economic and Tax Highlights from the 2023 Federal Budget

Jan, 2023

Retirement Readiness: 10 Questions to Support the Planning Process

Key Considerations When Planning for Retirement

Dec, 2022

5 Year-End Personal Tax Tips for 2022

Nov, 2022

Donating Shares: A Tax-Efficient Form of Philanthropy

Oct, 2022

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Oct, 2022

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

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

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

Mar, 2022

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

Dec, 2021

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

Nov, 2021

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

Oct, 2021

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

Sep, 2021

Wellington-Altus Announces Expansion of National Footprint to Quebec