Selecting an Advisor

How to choose the right investment advisor for you. Many people know they need an investment advisor but don’t understand where to start, where to go, what’s important or what to say. Our advice? Ask questions—lots of questions. The more you ask, the more you’ll learn. The more you learn,

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Canada’s Top Wealth Advisors

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. This new list is designed to celebrate excellence in our industry and to highlight for investors the best financial

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Age Milestones: Do You Need to Take Action?

Before each year end, we remind our readers that those who reach certain milestones need to consider their options in preparing for retirement. If you are nearing the following ages, take note of these considerations as you look to maximize your retirement savings. Don’t leave money on the table. If

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November Market Insights by James Thorne:

Economic Squid Games: China’s Enduring Mastery of Survival Download this article as a PDF. “We’ve already come too far to end this now.” – Sang-Woo, Squid Game Squid Game is a dark drama set in Korea that depicts the lengths some individuals will go to in order to try and eliminate

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October Market Insights by James Thorne:

Stagnation or Change: Crypto and the End of the Petrodollar Download this article as a PDF. “Just follow the money.”                             – Deep Throat, All the President’s Men In 1972, while Carl Bernstein and Bob Woodward were investigating the break-in of the Democratic National Committee at the Watergate office complex, an

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Are You Checking Too Frequently?

It has been said that “successful investing should be more like watching paint dry.” Yet, for many investors today, the speed of change in the markets may be conditioning us to think otherwise. In fact, a recent Reuters report suggests that investors on one U.S. discount brokerage platform are checking

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September Market Insights by James Thorne: Covid’s Lasting Economic Scar

Covid’s Lasting Economic Scar & A Goldilocks 2022? Download this article as a PDF. “This porridge is just right.”                             – Goldilocks and the Three Bears As the delta variant exerts its strength, the world is coming to terms with the sobering reality that Covid-19 is not going away anytime

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August Market Insights by James Thorne: The Case for Deflation

The Case for Deflation: Central Banks & Princes of the Yen Download this article as a PDF. “Central banks have the power to create economic, political and social change.” — Princes of the Yen, 2003. In his book, Princes of the Yen, Richard Werner warns us to never underestimate the central bank’s ability

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July Market Insights by James Thorne

Meme Stocks, Millennials and The Fourth Turning Download this article as a PDF. “We are the middle children of history…raised on television to believe that one day we’d all be millionaires, and movie gods, and rock stars. But we won’t. And we’re slowly learning that fact. And we’re very, very

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Advanced Wealth Planning Group – Investing in a Corporation

For business owners or incorporated practitioners with surplus funds not required to meet lifestyle needs or for reinvestment in the business or practice, the question becomes how to maximize the value of these funds. Depending on personal marginal tax rates the tax cost to withdraw these funds can be significant. One method to defer personal income tax on surplus funds is to invest within the corporation. 

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June Market Insights by James Thorne

Welcome to the Matrix: Cryptocurrencies   Download this article as a PDF.   “Denial is the most predictable of all human responses.” — The Architect, The Matrix, 1999. In The Matrix, one of the top cyberpunk movies of all time1, the protagonist, Neo, is offered the option of a red

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Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

WINNIPEG and TORONTO, May 27, 2021/CNW/ – Wellington-Altus Private Wealth (Wellington-Altus) announced today that Gary Mayzes will join the firm as Senior Vice-President & Regional Manager, AB, SK, MB, effective June 1. Gary has more than 30 years of experience in advisory, branch management, regional management and head office executive roles, bringing

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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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