{"id":617,"date":"2024-06-24T16:07:50","date_gmt":"2024-06-24T16:07:50","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/?page_id=617"},"modified":"2026-04-09T14:20:04","modified_gmt":"2026-04-09T14:20:04","slug":"newsroom","status":"publish","type":"page","link":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/newsroom\/","title":{"rendered":"Newsroom"},"content":{"rendered":"\t\t
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Newsroom<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t
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\"2024-Federal-Budget\"<\/div><\/a>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tHighlights from the 2024 Federal Budget\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living. The big question was how the government was going to pay for those measures. Budget 2024 delivers the answer with an increase to capital gains inclusion rates.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\t2024 Tax Resources\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards 2024 Form T1135 \u2013 Foreign Income Verification Statement 2024 Canada\/U.S. Cross-border Tax Reference Card Income Tax Information Slips: Important Dates Income Tax Returns: Important Dates and<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

\n\t\t\t\t\t\n\t\t\tMarch 25, 2024\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t
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\n\t\t\t\n\t\t\t\tNo Drama: Plan for a Smooth Family Business Succession\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next. Yet family business owners tend to avoid this complex and emotional exercise for many reasons: their identity is too closely tied to the business, they are too busy with day-to-day operations, or they worry that the next generation is ill-prepared to run the business at this time.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tMaking the Most of Canadian Registered Accounts: A Quick Reference Guide\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed. With so many options, determining the best use for each type of account as part of a comprehensive wealth plan can be challenging. The attached table summarizes the key features of the most common registered plans and links to articles with more detailed information.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tThe Canada Pension Plan (CPP) \u2013 What\u2019s new for 2024?\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed in Canada.1 CPP is funded by mandatory annual contributions by employees, employers and self-employed individuals based on their CPP pensionable earnings, which typically include salary, wages or other remuneration, commissions, bonuses, most taxable benefits, and tips\/gratuities.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\n\t\t\t\tForeign Spin-offs\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t
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Many Canadian shareholder investors (\u201cinvestor\u201d) own foreign securities. Occasionally a foreign corporation (\u201coriginal corporation\u201d) will spin-off a subsidiary or business line to its shareholders, so the subsidiary becomes a separate, publicly traded corporation (\u201cspin-off corporation\u201d). In this situation, the investor now owns two separate foreign securities.<\/p>\n\t\t<\/div>\n\t\t\n\t\t\n\t\t\tRead More \u00bb\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual\u2019s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. \u202fWellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.\u202f Before acting on any of the above, please contact your financial advisor.<\/p>

\u00a9 2026, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.<\/p>

www.wellington-altus.ca<\/span><\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Newsroom The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or […]<\/p>\n","protected":false},"author":193,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"class_list":["post-617","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/pages\/617","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/users\/193"}],"replies":[{"embeddable":true,"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/comments?post=617"}],"version-history":[{"count":9,"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/pages\/617\/revisions"}],"predecessor-version":[{"id":933,"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/pages\/617\/revisions\/933"}],"wp:attachment":[{"href":"https:\/\/advisor.wellington-altus.ca\/ageswealthmanagement\/wp-json\/wp\/v2\/media?parent=617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}