News & Research

Market insights from industry experts

Wellington-Altus rated best investment advisory firm in Canada

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.

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Market Insights: The 2020s: A Roaring Repeat?

“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

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Market Insights: A Republic, If You Can Keep It

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

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Through The Gates Of History – Dr. Jim Thorne

“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

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Wellington-Altus Private Wealth Welcomes Michelle Connolly

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.

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Market Insights: The Secret of Change

“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

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Market Insights: Hong Kong “The Last Dance”

“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

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Inflation on The Other Side of The Valley

  “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

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Market Insights – Volatility Measures and Opportunities

“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,

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COVID-19 Market Commentary

“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

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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.