In our January Market Insights, Chief Market Strategist Dr. James Thorne challenges previous predictions on the Federal Reserve’s game plan to reduce inflation, suggesting a more progressive path that may surprise the street in 2022. Click here to read!
“Why do investors sometimes fall into the trap of buying high or selling low? Why do many of us procrastinate in saving for retirement, despite knowing its importance? Behavioural economists have shown that cognitive biases can prevent us from making the best decisions.” Click here to read more!
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. Are you checking your portfolio too frequently? Click here to read the full article!
In our December Market Insights, Chief Market Strategist Dr. James Thorne examines the two paths forward for the Fed to tackle inflation and the potential impacts for investors in the new year. Click here to read!
“Nearly three-quarters of Canadian business owners are expected to exit their businesses by 2028. If you are a business owner, have you given thought to your succession plan?” Click here to continue reading!
In our November Market Insights, Chief Market Strategist Dr. James Thorne examines the current changes to the Chinese economy and why investors should take a nuanced approach to the country’s market. Click here to read!
Congratulations to Todd Degelman for being named as a 2021 Top Wealth Advisor by The Globe and Mail. What an amazing accomplishment!
“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.” Click here to continue reading!
In our October Market Insights, Chief Market Strategist Dr. James Thorne explains how a green economy and cryptocurrency may decrease the Petrodollar’s dominance. Click here to read!
Todd Degelman & Chad Pruden were featured on Accelerate’s “Absolute Return Podcast” earlier this month. They discuss their career backgrounds & keys to success in wealth management, their outlook for equity markets, bonds and inflation, asset allocation, what differentiates Wellington-Altus from the big banks and more! Click here to
In an interview with Investment Executive, Rod Mahrt, Charlie Spiring and Todd Degelman share how Wellington-Altus’ partnership model means every advisor’s ideas are heard and shared, offering a wider variety of investment products our advisors believe are best for their clients. Click here to read!
“Many Canadians make charitable donations of one sort or another. There are a variety of ways to make contributions, some of which may benefit you at the same time as the recipient organization.” Click here to read the full article and find out different ways you can make contributions!
“With the return of autumn, many families may be turning their attention to school. If you have a (grand)child who has headed to college or university this fall, congratulations! Now is the time to take action and tap the fruits of your labour: the Registered Education Savings Plan (RESP).”
In our September Market Insights, Chief Market Strategist Dr. James Thorne explains the long-term impact of Covid-19 and how investors should plan for next year. Click here to read!
“Using the spousal rollover has become an almost automatic strategy for many estate plans. However, in some cases, there may be reasons why it may not make sense. Why?” Click here to read more!
Deflationary Forces: In our August Market Insights, Chief Market Strategist Dr. James Thorne explains what causes deflation and how it can be influenced by the central banks. Click here to read!
“Today, one of the most pressing questions in financial circles is whether inflation will become a problem, or if current inflationary pressures are temporary in nature as the central banks would like us to believe.” Click here to read more!
In our July Market Insights, Chief Market Strategist Dr. James Thorne says millennials are changing social norms, institutions, and investment styles – and we’re in for a wild ride. Click here to read!
“Worried about retirement? Specifically about the cost of retirement and whether you will have enough money? If so, you’re not alone.” Click here to read more!
The federal government released its first federal budget in more than two years in April. Click here to read how the federal budget may impact you!
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