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Wealth Planning considerations

Thoughts from our Wealth Planner – Letter to your Executor

People often ask me, "What's in a Wealth Plan?" Well, a lot depends on what matters most to you. Generally speaking, we can break it ...
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Highlights from the 2024 Federal Budget

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 ...
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June Market Insights: The Grand Chessboard

In the complex arena of global finance, as in geopolitics, strategic positioning can be just as crucial as raw power. This insight comes from Polish-American ...
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Q1 Market Update: A great start to the year, is there more to come?

The first quarter is now behind us and what a first quarter it was for equity markets. The fears of recession that we have been ...
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May Market Insights: Out Of Options

U.S. Federal Reserve Chair Jerome Powell, deeply mindful of Arthur Burns’ missteps and inspired by Paul Volcker’s tenacity, is fully cognisant of the historical significance ...
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April Market Insights: Greenspan’s Game Of Thrones

We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where 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.

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