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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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Market Insights May

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

May 11, 2023

With the collapse of FTX and the fraud surrounding the crypto space, many have jumped to the incorrect
conclusion that the era of blockchain is over, done, akin to the long list of bubbles throughout history.
Unfortunately, fraud happens all the time. As former Federal Reserve Chair Alan Greenspan states:
“Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” Thus, the
FTX scandal will not stop blockchain—an open-source, transparent, distributed-ledger innovation—
from transforming business practices.

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How Should I Compensate Myself: Salary Or Dividends?

May 8, 2023

Everyone’s situation is unique.
Tax is important, but incorporated business owners and professionals should also consider retirement planning, lifestyle and corporate cash flow needs when deciding to take compensation as salary, dividends, or a combination of the two.

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Life After Work: Thriving in Retirement

May 8, 2023

It takes resilience to manage the transition to retirement and design your next phase of life. Many retirees report feelings of sadness, loneliness or boredom as they struggle to fill the void left by their career identity and/or professional network, despite their best intentions to remain active, engaged and productive.

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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. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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