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Tax-Free First Home Savings Account

January 24, 2023

On November 3, 2022, the Department of Finance released updated draft legislative proposals outlining the First Home Savings Account (“FHSA”). The FHSA was first introduced ...

January Market Insights: The 2023 Market Forecast – The Pause that Refreshes

January 3, 2023

Throughout 2022, I differed from the consensus on what caused the inflation spike. The conventional view was that wages and aggregate demand of the private ...

Calculating 2023 RRIF Minimum Withdrawals

December 15, 2022

For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF ...

November 2022 Market Insights by Dr. James Thorne: Trump, Gridlock And What It Means For Investors In 2023

November 21, 2022

After the 1994 midterm elections, gridlock was confirmed and inflation fears subsided. The next year, the Fed cut rates, and risk assets appreciated. The recent ...

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

October 31, 2022

Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This ...

Earlier or Later? Deciding When to Start Canada Pension Plan Retirement Benefits

October 24, 2022

Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP). The question often ...

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.

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