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Top 50 Advisors 2020

Wealth Professional is proud to present the seventh annual Top 50 Advisors list. In total, this year’s Top 50 Advisors are managing more than $16 billion worth of assets, improving on last year’s total by close to $6 billion. Once again, this year’s list contains advisors from across the country, representing seven different provinces; British Columbia narrowly surpassed Ontario for the first time this year with the most advisors on the list (17 versus 15).

Congratulations to Todd Degelman, Frank Mauro and Roderick Mahrt for their ranking within Canada’s Top 50 Advisors 2020.

Click here to view the complete ranking and read the full article as originally featured in Wealth Professional Magazine on January 28, 2020.

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Understanding the Disability Tax Credit

With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.

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Understanding The DTC Application Process

The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. It can bring significant value for eligible individuals and families, not only through financial support, but also by opening the door to a range of additional programs and services. To apply, individuals must complete Form T2201 Disability Tax Credit Certificate (“Form T2201”), which requires both personal and medical information. Understanding the application process is essential to ensuring a smooth, efficient, and hopefully successful application.

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Independent Advisor Solutions Expands Partnership with Goldman Sachs Asset Management, Launching Global Equity Market Neutral

Independent Advisor Solutions (“iAS”) is excited to announce the launch of Global Equity Market Neutral (“GEMN”, pronounced “Gem”), the latest addition to its acclaimed MiBLOX suite. This launch marks a significant expansion of iAS’s strategic partnership with Goldman Sachs Asset Management (“GSAM”), offering Canadian investors exclusive access to a sophisticated, globally diversified, market-neutral investment strategy.

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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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