Wealth Planning

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Retirement Readiness: 10 Questions to Support the Planning Process

It’s never too early to start planning the retirement you desire. But do you have a clear idea of how you want to spend your ...
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RRSP

What is an RRSP? Understanding the RRSP Deduction Limit Statement
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No Drama: Plan for a Smooth Family Business Succession

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

For many Canadians who are not otherwise U.S. persons (“Canadian”), owning property in the U.S. may represent an investment opportunity, a home away from home ...
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The Canada Pension Plan (CPP) – What’s new for 2024?

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 ...
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TFSAs 101

The Tax-Free Savings Account (TFSA) allows Canadians to save and invest funds tax free in order to fund a wide variety of short and long-term ...
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Intergenerational Business Transfers: Where are we now?

The transfer of family businesses to the next generation has long been a contentious tax issue. Owners rightfully expect the same tax benefits when selling ...
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Maximizing Your RESP: Withdraw Wisely

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family ...
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Naming Your Executor: Friend or Pro?

A key element of estate planning is choosing an executor, someone you trust to carry out the instructions in your will. To ensure that the ...
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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’s 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.  Wellington-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.  Before acting on any of the above, please contact your financial advisor.