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Wealth Planning considerations

2024 Tax Planning – Part 2

As we approach the heart of tax season, we wanted to share some information to help simplify the process and draw your attention to some ...
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Wealth Planning considerations

2024 Tax Planning, Part 1

As the months change, so too may one’s focus.  While some may be watching the snow forecast and hoping for epic ski days, some may ...
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Quarterly Updates Banner

Q4 Market Update

At the start of 2023, economic and market forecasters were negative in anticipation of a potential recession.
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Reducing Household Taxes Through CPP Sharing

If you are collecting or have applied to collect your Canada Pension Plan retirement pension benefits (CPP) and have a spouse or common-law partner (CLP) ...
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2024 Tax Resources

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 ...
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Solving The Retirement Funding Puzzle

While generally a cause for celebration, retirement often comes with its fair share of financial anxiety. Research indicates that many people fear outliving their savings, ...
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Key Considerations When Planning for Retirement

Canadians have historically relied upon employer-sponsored pension plans, government benefits and their own assets—including rising real estate prices—to cover their financial needs in retirement. But ...
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Estate Planning: Getting the Details Right

When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or ...
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Investing in a Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, ...
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Craig Baun Recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2023

Congratulations to Craig Baun for being recognized as one of Wealth Professional Canada Magazine’s Top 50 Advisors 2023.
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Wellington-Altus Private Wealth Recognized as a 5-Star Brokerage

We’re proud to provide best-in-class service to our advisors and clients, and are pleased to be recognized as a 5-Star Brokerage.
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March Market Insights: The Financial Storm Is Coming

It’s All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is ...
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Trust Reporting Rules

Understanding the New Reporting Requirements for Trusts The New Rules for Trust Reporting: Four Unexpected Scenarios
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Making the Most of Canadian Registered Accounts: A Quick Reference Guide

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 ...
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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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