News & Research

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WINNIPEG, May 1, 2020 /CNW/ — Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive. The results are a true reflection of Wellington-Altus’ unwavering commitment to attracting and retaining top-tier talent across the board.

“So we beat on, boats against the current, borne back ceaselessly into the past.” – F. Scott Fitzgerald, The Great Gatsby Depicting a period of dramatic social, technological and economic change, The Great Gatsby, set in 1922, is often seen as a somber critique of the American Dream. Jay Gatsby

On Darwinism: “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting themselves best to their environment.” – Civilizations Past & Present, 1960   Often, it is not the strongest that survives, nor the most intelligent. It is the one

The year was 1787. At the Constitutional Convention, Benjamin Franklin walked out of Independence Hall and someone shouted: “Well, Doctor, what have we got? A republic or a monarchy?” To this, Franklin reportedly replied: “A republic, if you can keep it.” Threatened by the rise of populism, the effects of

Wellington-Altus Private Wealth Inc. Chief Market Strategist, Dr. James Thorne presenting at this year’s MoneyShow Canadian Virtual Expo. The topic of the presentation is “Investing in a Period of Generational Change”.

“Sometime before the year 2025, America will pass through a great gate in history, one commensurate with the American Revolution, Civil War and twin emergencies of the Great Depression and World War II.” — The Fourth Turning, William Strauss & Neil Howe Strauss and Howe’s book, “The Fourth Turning,” describes

Wellington-Altus Private Wealth Inc. Chief Market Strategist, Dr. James Thorne will be presenting at this year’s MoneyShow Canadian Virtual Expo. The topic of the presentation is “Investing in a Period of Generational Change”. Registration is available at the below link: Investing in a Period of Generational Change Thursday, October 1,

We are pleased to welcome Michelle Connolly CPA, CA, TEP, CFP as SVP, Advanced Wealth Planning Group in Toronto. Michelle’s expertise guiding many of Canada’s top financial planning and taxation teams further enriches our industry-leading approach to holistic wealth management.

“The secret of change is to focus all of your energy, not on fighting the old, but on building the new.” — Dan Millman, Author We are living through a period of extreme change because the context that defines our lives has forever changed. Context — the circumstances that form

“Greatness is an evolutionary process that changes and evolves era to era” Michael Jordan   Both China and the USA, and for that matter, Trump and Xi, are striving for greatness just as Michael Jordan did in the 1990s. In “The Last Dance” documentary, which introduced a generation to possibly

  “Only a crisis, actual or perceived, produces real change” – Milton Freidman   Will one of the consequences of the Covid-19 crisis be a return to the inflationary era of the 1970s?  Sometimes we take the consequences of evolution for granted. In the 1930s, during the Great Depression, many

“When a measure becomes a target, it ceases to be a good measure.” – Charles Goodhart   Goodhart’s Law, first introduced in 1975, suggests that once an observed empirical relationship begins to be widely used for decision making, it will no longer work. Goodhart’s Law was first applied to economic,

Large inventory of free of decision making calculators to help with financial prioritization. https://www.dinkytown.net/java/ca.html

“The intelligent investor is a realist who sells to the optimist and buys from the pessimist” Benjamin Graham   Throughout our lives we all experience grief, which may have a variety of causes, one being events, such as the COVID-19 pandemic we are currently experiencing. In 1969, Elisabeth Kubler-Ross described