News

Yesterday afternoon, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the 2022 Fall Economic Statement (FES 2022). FES 2022 highlighted key metrics of the Canadian economy and the government’s proposed new spending measures. The government is confident that the Canadian economy will withstand the global

The markets may not have been too kind thus far in 2022, but there may be ways to engage in tax strategies during these uncertain times:   Click here to learn more!    

“With slowing global growth, persistently high inflation rates and as the central banks have taken a more aggressive position to combat inflation by raising interest rates faster than anticipated, the media has been preoccupied with evoking fear that a recession is imminent. While this is a legitimate worry, we suggest

Investors are waiting for certainty about the future, but is there enough evidence to support what’s to come? In his September Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus, looks at the direction of inflation and whether central banks will continue raising rates.   Click here to read!

This year’s federal budget proposed a new tool intended to help support new home buyers. Expected to begin in 2023, the First Home Savings Account (FHSA) is a registered plan that combines the tax benefits of the RRSP and TFSA. Click here to learn more!

Is the global economy having its Hamlet moment? In his August Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus references Shakespeare’s classic “to be or not to be” quote to analyze whether central banks will choose the path of rebirth or face a financial crisis.   Click here

Are you planning on purchasing a luxury vehicle in the coming months? Be aware that as of this fall, you are likely to experience an increase in the cost of certain luxury vehicles. While final legislation has yet to be enacted at the time of writing, the federal government quietly

The Fed and its use of economic coercion: This is not coin-flip policymaking. In his July Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus investigates why interest rates may not be the Fed’s only tool to beat inflation.   Click here to read!

“After a lifetime of building wealth, many of us have a desire to pass along a lasting legacy to our children. As such, there has been an increasing focus on intergenerational wealth planning to support this longevity. An intergenerational plan considers future generations, possibly those you may never meet, with

Is the Fed bowing to political pressure by raising interest rates? In his May Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, analyzes why the Fed’s latest positioning may go against what the data is telling us.   Click here to read the article!

“Recent market volatility has prompted some investors to rethink their perspective on risk. However, reacting to short-term market fluctuations is not usually advised. Instead, we continue to focus on the importance of having a plan in place with a view for the longer term, making prudent adjustments and rebalancing a

“If you have yet to reach the retirement age, consider the opportunity to think ahead to the time when you will eventually access retirement funds. Here are four things you may not know about the Registered Retirement Income Fund (RRIF).”   Click here to read!

In our April Market Insights, Dr. James Thorne, Chief Market Strategist at Wellington-Altus, evaluates why the current geopolitical climate could set the stage for a new financial world order – and what investors can do to stay their course.   Click here to read!

“It has been said that “history is just one damned thing after another.” This may be particularly fitting today. For many of us, there has been little respite from the challenges of the past two years. Looking forward, it seems as though there is no shortage of new challenges.” Click

In our March Market Insights, Dr. James Thorne, our Chief Market Strategist, states that the Fed’s inaction on inflation is warranted, warning that impatient policy tightening could pose economic risks – especially in light of recent events in Ukraine.   Click here to read!

For the 4th year in a row, Todd Degelman has placed among the Top 50 advisors in Canada as ranked by Wealth Professional.   What an amazing accomplishment, congratulations Todd!

“When is the best time to put new money to work in the markets? After equity markets reached new highs throughout 2021, some investors may feel hesitant. However, a recent Forbes article attempted to debunk the belief that investing at market highs is likely to lead to lower returns.”  

In our February Market Insights, Chief Market Strategist Dr. James Thorne cautions a hard landing for the economy if the Federal Reserve bends to political pressures to act on inflation, stressing the importance of trusting the data.   Click here to read!