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Enhanced Wealth Management
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  • enhancedwealthmanagement@wellington-altus.ca
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2024 Tax Resources

  • March 25, 2024

2024 Wellington-Altus Corporate Tax Reference Card

Personal Tax Planning Cards

LIF and RLIF Minimum & Maximum Factors

Personal and Corporate Tax Integration Reference Cards 2024

Form T1135 – Foreign Income Verification Statement 

2024 Canada/U.S. Cross-border Tax Reference Card

Income Tax Information Slips: Important Dates

Income Tax Returns: Important Dates and Deadlines

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Recent Posts

Why Planning?

Download this PDF here.   At the Advanced Wealth Planning Group at Wellington-Altus, we’re strong

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Registered Education Savings Plan (RESP) 101: A Smarter Way to Save for Education

Download this PDF here. Every parent hopes to provide their children with the best possible

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Wellington-Altus announces successful close of strategic minority investment from Kelso & Company

Surpasses 1,000 employees and $45 billion in assets under administration Winnipeg, January 12, 2026 – Wellington-Altus

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Understanding the Disability Tax Credit

With over 8 million Canadians living with a disability, chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.

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Understanding The DTC Application Process

The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. It can bring significant value for eligible individuals and families, not only through financial support, but also by opening the door to a range of additional programs and services.

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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. Insurance products are provided through Wellington-Altus Insurance Inc.

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