Newswire

Canada’s Top Wealth Advisors: Best in Province

We are so proud to announce that Dean Bradshaw from Cresco Wealth Management, Wellington-Altus Private Wealth has been recognized on the Globe and Mail’s inaugural ranking of Canada’s Top Wealth Advisors: Best in Province. This new list is designed to celebrate excellence in our industry and to highlight for investors

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Donating Shares: A Tax-Efficient Form of Philanthropy

Download this article as a PDF. When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions: When do they wish to give? Today, next year, or in their Will?

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Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Download this article as a PDF. Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This article looks at how spending extended periods in the U.S. can subject Canadians who are not otherwise U.S. taxpayers

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Employee Spotlight: Sharon Lozinski

Sharon has been a Senior Investment Associate with the Cresco Wealth Management team for 8 years now. She is a master at her role and an asset to our team. We asked Sharon a few questions to help you get to know her better. Sharon, how did you get your

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September Market Insights: Waiting For Godot

Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while we have a chance! It is not every day we are needed.” — Samuel Beckett, Waiting for Godot Investors are waiting for their own Godot – certainty about

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Maximizing Your RESP: Withdraw Wisely

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone – parents, family and friends – can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax free. But when the time

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July Market Insights: The Fed & Its Use Of Economic Coercion

This is Not Coin-Flip Policymaking Download this article as a PDF. “Every theory is a self-fulfilling prophecy that orders experience into the framework it provides.” — Ruth Hubbard The old saying “don’t fight the Fed” has been a golden rule in investing that has served investors well for many decades.

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Employee Spotlight: Carissa Williams

We are happy to welcome Carissa Williams back from maternity leave. Carissa is starting a new role with our team at Cresco Wealth Management. We asked her a few questions to help you get to know her better. Carissa, welcome back from maternity leave! We want to know all the

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Coming This September: A Luxury Tax On Vehicles

Are you planning on purchasing a luxury vehicle in the coming months? Be aware that as of this fall, you are likely to experience an increase in the cost of certain luxury vehicles. While final legislation has yet to be enacted at the time of writing, the federal government quietly

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June Market Insights: The Fed, From Tragedy to Rebirth?

Just Follow the Path of the Credit Markets Download this article as a PDF. “Always make the audience suffer as much as possible.” — Alfred Hitchcock Alfred Hitchcock once suggested that drama is life with the dull parts cut out. Given the state of the financial markets, this has never

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An Added Layer of Protection For Investors

Nominate Your Trusted Contact Person With a rise in sophisticated cybercrimes and with increasing concerns over the financial well-being of investors, especially as we age, the “trusted contact person” (TCP) has been introduced to help provide an extra layer of protection. The TCP is someone you appoint and for which

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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 insurance Inc. or other insurance companies separate from WAPW. 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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