Wealth Planning

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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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2024 Corporate Tax Reference Card

2024 Wellington-Altus Corporate Tax Reference Card
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Donating Shares: A Tax-Efficient Form of Philanthropy

When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more.
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Financial Literacy and Children: Keep it Relatable at Every Age

How can we raise financially confident children and grandchildren in an increasingly complex world filled with distractions? Many of our clients, for example, are concerned ...
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Personal and Corporate Tax Integration Reference Card 2024

Download our province and territory-specific 2024 Personal and Corporate Tax Integration Reference Card
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The New Rules for Trust Reporting: Four Unexpected Scenarios

The new enhanced trust reporting rules (“new trust rules”) may catch certain Canadian trusts or informal trust arrangements considered Bare Trusts, that previously did not ...
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Planning for Families Affected by Disabilities

More than one-fifth of Canadians over the age of 18 are living with disabilities,1 often with special needs which can entail significant costs. There is ...
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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.