News Grotto

August Market Insights: Unveiling The Crystal Ball

A Glimpse Into The Future Of Financial Markets From 2024 To 2030 Download this PDF here. In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative. Allow me to recapitulate

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Maximize Your Exemption:

Thinking Ahead to the Sale of Your Property(ies) It is the summer — one of the busiest seasons for residential home sales. For many of us, our home is one of our most valuable assets. With many investors now owning multiple properties, thinking ahead to their eventual disposition may be

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Billions and Trillions: Unclaimed or Available

It’s the summertime, a time when many of us prefer to be idle. If you are pursuing more relaxing endeavors, make sure your assets keep working hard for you. In brief, here are three considerations: Have you fully maximized tax-advantaged accounts? By now, you have likely received your Notice of

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Take a Vacation From Checking Your Portfolio

An article in the Washington Post offered a different perspective to the view that kids these days get too much screen time. There’s another demographic struggling to put down their devices: baby boomers. As one man put it: “My 75-year-old dad’s phone may as well be an implant; he lives

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June Market Insights: Is AI The Next Goldrush?

Terminator vs. R2-D2. Hollywood and Artificial Intelligence (AI): The Emotional Scars Are With Us Today. In the movie Terminator, a dystopian society is under attack by artificially intelligent robots that are hell bent on the destruction of the human species. Skynet is the ultimate doomsday machine, a self-aware AI that decides to eradicate humanity to protect itself.

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Insurance Newsletter – Term Insurance

When clients are looking for instant coverage, want financial protection for their loved ones and are budget conscious… Term insurance is usually the go to! Term insurance is initially less expensive compared to permanent life insurance; this is because it’s not designed to last through old age which is when life insurance premiums for term are the most expensive. 

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Alternative Minimum Tax – When Does It Apply, How, And For Whom?

Download this article as a PDF. BACKGROUND The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider annually in parallel with their normal tax liability. First introduced in 1986, AMT was implemented to promote and maintain fairness within Canada’s income tax regime.

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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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