Food for Thought: A Weaker Canadian Dollar

The Canadian dollar’s (CAD) weakness has raised questions about its broader impact and the path forward: The CAD is trading below its historical average. To start 2025, it fell below 68 U.S. cents—a level not seen in two decades. The decline has been driven by factors such as diverging U.S.

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We’re Finalists Again! Wealth Professional Awards 2025

We are thrilled to share some exciting news with you! Cresco has once again been recognized as finalists in the prestigious Wealth Professional Awards 2025, being named Excellence Awardees in three coveted categories: 🏆 Advisory Team of the Year  🏆 Canadian Advisor of the Year – Dean Bradshaw 🏆 Excellence

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February Market Insights: From Extremes To Centre

Charting a New Path for Economics and Investing as Trump Returns and Trudeau Steps Down You have enemies? Why, it is the story of every man who has done a great deed or created a new idea. – Victor Hugo Download this PDF here. The Shifting Political Landscape In today’s

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Federal Government Defers Capital Gains Inclusion Rate Increase to 2026

Download this PDF here. The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate—from one-half to two-thirds. Originally set to take effect on June 25, 2024, the new proposed implementation date is

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Investing After Periods of Strong Market Returns

“The strongest of all warriors are these two: Time and Patience.” — Leo Tolstoy Following the notable gains in both Canadian and U.S. equity markets in 2024, some investors may feel hesitant about the prospect of continuing to put money to work. Here are a few myths, debunked, about investing

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Your New Year’s Financial Checklist

The beginning of a new year is an opportune time to revisit certain aspects of your wealth management. If you don’t know where to start, here are a handful of ideas. For more information, please call the office. Contribute to your RRSP. The Registered Retirement Savings Plan (RRSP) deadline for

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RRSP Season: Don’t Overlook the Spousal RRSP

It’s RRSP season once again! Over the decades, the federal government has eliminated many income-splitting opportunities available to taxpayers. However, if you have a spouse/common-law partner, don’t overlook the spousal Registered Retirement Savings Plan (RRSP) — a valuable opportunity to split income at retirement if your spouse will be in

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Investing Resolutions: Resolve to Review Your Will

If you are looking for a financial resolution to start the year, why not make estate planning a priority? Every so often we hear stories about the consequences of not having a valid will. To die without one, known as dying “intestate,” can have significant and perhaps unintended effects as

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January Market Insights: The Digital Gold Rush

How Bitcoin Became America’s Unlikely Saviour “If you are going to put a legend on the greenbacks, I would suggest that of Peter and Paul, ‘Silver and gold I have none, but such as I have I give to thee.” – Abraham Lincoln [1] Download this PDF here. In our fast-paced

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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.

© 2025, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.

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