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.
Market insights from industry experts
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.
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,
Christa Walkden, CPA(ND), MST, TEP, CPA, CA, Senior Vice-President and Ultra-High-Net-Worth Consultant at Wellington-Altus Private Wealth, outlines key considerations for business owners as they start preparing for the opening of the Canada Emergency Wage Subsidy program
Large inventory of free of decision making calculators to help with financial prioritization. https://www.dinkytown.net/java/ca.html
Recent update to government programs for employers and individuals. Most of the programs require registration or access through myCRA. Click Here to access the myCRA website. https://advisor.wellington-altus.ca/covid-19/2020/03/27/canadian-government-action-financial-implications-which-may-affect-you/
Great resource from The Washington Post providing daily updates on the number of reported cases of covid19 worldwide. https://www.washingtonpost.com/graphics/2020/world/mapping-spread-new-coronavirus/?itid=sf_coronavirus_subnav
How implementing strong measures today can help lessen the duration of measures taken. https://medium.com/@tomaspueyo/coronavirus-the-hammer-and-the-dance-be9337092b56
https://www.ft.com/coronavirus-latest
“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
The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts 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. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.
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