Should I set up a trust?
Empowering Clients Through Advanced Wealth Planning Common questions answered; should I set up a trust? Navigating the complexities of wealth management requires more than just basic financial advice—it demands a strategic, personalized approach. That’s where the Advanced Wealth Planning Group at Wellington-Altus steps in. Led by experts like Mark McGrath, the team specializes […]
Canada Disability Benefit
Canada Disability Benefit July 9, 2025 Download this PDF here. What is the Canada Disability Benefit? Launched in June 2025, the Canada Disability Benefit (CDB) is a new federal program providing monthly financial support to working-age Canadians living with disabilities. The benefit aims to reduce poverty and provide greater financial security for those who […]
Investing in a Corporation
Investing in a Corporation February 23, 202 Download this PDF here. For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds? As personal marginal tax rates can be significant, […]
2025 Personal Tax Planning Cards
2025 Personal Tax Planning Cards These personal tax planning cards provide province- and territory-specific tax rates and figures. These cards were updated to reflect the proposed increase to the capital gains inclusion rate. Tax rates and figures are as at March 2025. Alberta Tax Card AB – AWPG_Personal_Tax_Cards_AB_03_2025_Final_EN (1) British Columbia Tax Card BC – […]
Wealth Planning: TFSAs 101
Tax-Free Savings Accounts (TFSA) provide Canadians with a tax-advantaged account to augment their savings for both short and long-term needs.
Executor’s Checklist
As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and …
Solving The Retirement Funding Puzzle
While generally a cause for celebration, retirement often comes with its fair share of financial anxiety. Research indicates that many people fear outliving their savings, resulting in an inability to enjoy life to the fullest throughout retirement.
2024 Personal Tax Planning Cards
These personal tax planning cards provide province- and territory-specific tax rates and figures. These cards were last updated January 2024 and reflect tax rates and figures as at January 1st, 2024.
Life After Work: Thriving in Retirement
Retirement is often portrayed in popular culture as an idyllic and rewarding time for relaxation, leisure activities and enjoying the company of family and friends. And while this dream comes true for some, research indicates that many people find the reality far less appealing – even if they are financially well prepared, they are not emotionally prepared.
Maximizing Your RESP: Withdraw Wisely
A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone — parents, family and friends — can open a RESP as a “subscriber” for the benefit of a child. Invested contributions grow tax free.