The Folks are Getting Older – What Do I Do?

Baby Boomers were in the right place at the right time. Following the Second World War, this generation experienced immense economic growth and prosperity. The state of affairs afforded them the golden opportunity to accumulate much wealth in their lifetime. Boomers—born between 1946 and 1964—are currently the wealthiest generation on

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Map of money

Where’s the Money Coming From?

You think retirement will be easy until you realize you have more sources of income to manage than your old paycheck and they don’t communicate to each other about tax implications. What can you expect and from where?

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Playhouse with child in it.

Tax-Free First Home Savings Account

Tax-Free First Home Savings Account The First Home Savings Account (“FHSA”) was introduced in the 2022 Federal Budget to address the increasing difficulty Canadians are experiencing in buying a first home due to rising real estate values. The FHSA is intended to help Canadians save and fulfill their dreams of

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007 styled photo

Ok Moneypenny, It’s Time for Bonds

We have always been taught that diversification is good, as is being defensive in a difficult equity market.    In past, this has been mostly true but in the last few years that didn’t really help and here’s why. Bonds Bonds have been an integral part of a diversified investment portfolio

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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.

© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.

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