In our June Market Insights, Chief Market Strategist Dr. James Thorne explains how cryptocurrency is pushing the global economy toward a digital future. Click here to read!
“It is a decision that many Canadians will need to make prior to retirement: when should you start your Canada Pension Plan (CPP) benefits? At age 60, 65 or wait until 70?” Click here to read more!
Are governments “breaking bad”? In our May Market Insights, Chief Market Strategist Dr. James Thorne suggests leaders will start to reject the typical social norms of deficits to better prepare their economies for a net-zero world. Click here to read more!
Although talking about your wealth transfer plans with your family may feel uncomfortable, it is an important conversation to have! Click here to read about the importance of discussing your financial plans with your adult children.
We set out to build an entrepreneurial firm that would attract top advisors and deliver an unparalleled client experience. We’re thrilled to have our vision recognized and be named one of Canada’s Best Managed Companies!
Tips for people who have been appointed the executor of someone’s estate. It’s both an honor and a lot to manage! Click here to read.
Congratulations to Todd Degelman for being named a finalist for the “Canadian Advisor of the Year” award for the 2021 Wealth Professional Awards! We are so proud!
It’s no secret that this past year has been life-changing, to say the least. As difficult as it was, did it teach you anything? Click here to read about financial lessons we learned from the pandemic!
March Market Insights are here! Our Chief Market Strategist Dr. James Thorne shares his thoughts on the 2020’s, is it a roaring repeat? Click here to read the full article!
“There’s nothing else I would rather be doing, as I love the business and my clients, I truly believe taking care of clients and their investment portfolios is one of the most rewarding jobs a person can have.” For the third year in a row, Todd Degelman remains a Top
“For many business owners, the current business environment has been challenging. During these difficult times, there may be tax-planning opportunities available to help ease some of the discomfort. Here are three areas that may be worth revisiting…” Click here to continue reading.
“With the lifetime contribution amount now totaling $75,500 in 2021 (for those eligible since 2009), the Tax-Free Savings Account (TFSA) has become a significant investment vehicle. If it plays a substantial role in your estate plan, understanding the impact of naming different beneficiaries is important…” Click here to continue reading.
“Often, it is not the strongest that survives, nor the most intelligent. It is the one most adaptable to change. Darwin’s Origin of Species has suggested that adaptation is a critical part of the evolutionary process and it is rewarded. Capital, in its purest form, understands this and, when left
For the third year in a row Degelman Pruden Group earns spot among the Top 5 of the Wealth Professional Top 50 Advisors in the country. Click here to see the full ranking.
“We are pleased to outline our commentary on financial markets and interesting data on important economic trends. We endeavour to monitor market and economic data to sort out what is useful and what is simply noise. Our efforts are intended to give us proper perspective on news that affects our
The first issue of our 2021 quarterly newsletter is ready to go. In this winter edition you will find information on spousal loans, action items for RRSP season, the impact of time on your investments, and what the change in U.S. leadership means for investors. “Progress in combatting a pandemic
Wellington-Altus’s Chief Market Strategist, Dr. Jim Thorne, is back with optimistic insights into the markets for 2021. “After a year that few could have predicted, we look forward to a year that, for many, couldn’t have come soon enough. For 2021, we forecast another good year for risk assets. By
On page 11 of the Fall 2020 issue of Saskatoon City Hospital magazine Well Aware: “Wellington-Altus’s support of the EY Black Tie Bingo has seen it added to the Foundation’s donor wall in the $10,000-plus category. Wellington-Altus is an independent private wealth management firm founded by Saskatoon-based Todd Degelman and
Todd Degelman is again nominated as a finalist for the 2020 Mandeville Private Client Inc. Award for Canadian Advisor of the Year. Click here to read.
Wellington-Altus Private Wealth (Wellington-Altus) has been rated as the top investment advisory firm in the 2020 Brokerage Report Card, conducted by industry publication, Investment Executive. The results are a true reflection of Wellington-Altus’ unwavering commitment to attracting and retaining top-tier talent across the board… Click here to continue reading
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.
