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Why Planning?

At the Advanced Wealth Planning Group at Wellington-Altus, we’re strong advocates for financial planning. And while most Canadians share that view, we recognize that not ...
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Deadline Reminder: 2025 Prescribed Rate Loan Interest Payment

What is a prescribed rate loan? A prescribed rate loan is one of the few income-splitting opportunities provided to Canadians that does not violate the ...
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Wellington-Altus announces successful close of strategic minority investment from Kelso & Company

Wellington-Altus is pleased to announce the successful closing of its previously announced nearly $400 million CAD secondary minority common equity investment from Kelso & Company
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January Market Insights: The 2026 Market Forecast

History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and ...
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December Market Insights: 2026 and the King Dollar Revival

Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain Download this ...
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Understanding the Disability Tax Credit

With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax ...
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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.    

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