Federal Government Defers Capital Gains Inclusion Rate Increase to 2026

The federal government will postpone the implementation of the proposed increase to the capital gains inclusion rate
Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes

Any bill that hasn’t become law by the time of prorogation is effectively canceled, and would need to be reintroduced when Parliament resumes—unless the House votes to reinstate it.
U.S. Election Special Market Insights: American System 2.0

As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full…
Why Canada’s Economy is on the Ropes
The Canadian economy is facing significant challenges as the private sector struggles under the weight of high government spending during the COVID-19 pandemic and rising interest rates.
While the public sector has grown substantially, creating an illusion of stability, private sector growth has stagnated, and consumer debt levels remain dangerously high.
Positioning Your Portfolio for Success in a Falling Interest Rate Environment

As central banks pivot toward more accommodative monetary policies, the landscape for investors is shifting. A lowering interest rate environment, often implemented to stimulate economic activity, presents a mix of challenges and opportunities for portfolio management. For investors looking to optimize their strategies, understanding the nuances of these changes is not just important but empowering. It’s the key to making informed decisions in this evolving financial climate.
The Stock Market at a Crossroads: Trump vs. Harris—What Investors Can Expect

As the 2024 presidential election approaches, investors carefully weigh the potential impacts of a Former President Donald Trump victory versus a Vice President Kamala Harris administration on the stock market. Both candidates bring distinct economic philosophies and policy priorities to the table, each of which could shape the market’s trajectory for years to come. While the immediate reaction to either outcome will likely be driven by investor sentiment and speculation, the long-term effects will hinge on the implementation and success of their respective agendas.
Economists Endorse September Fed Rate Cut As Inflation Falls To March 2021 Level: ‘The Policy Mistake Has Already Been Made’

Economists have endorsed a September interest rate cut by the U.S. Federal Reserve as inflation falls to its lowest level since March 2021. Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, criticized the Fed for its delayed action, arguing that the policy mistake has already been made. Thorne emphasized the need for rate […]
Highlights from the 2024 Federal Budget

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading up to Budget Day, Budget 2024 outlines a multitude of measures targeted at housing affordability and the cost of living.
Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada

WINNIPEG, MB, TORONTO, and MONTREAL, May 16, 2022 /CNW/ — Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private Wealth Inc., has again been rated the number-one investment advisory firm in the 2022 Brokerage Report Card, conducted by industry publication, Investment Executive—its third year in the coveted spot. With an overall rating of […]