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Monthly Update Webinar (June 2024)

The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. MAY 2024 MARKET UPDATE

Overview Office Update Portfolio and Market Performance Portfolio Update Holding Highlight Rapid-Fire Earnings Budget 2024 Recap Market Outlook Office Update Thank you to everyone who ...
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Webinar Hale Featured image

Monthly Update Webinar (May 2024)

The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. ...
Read More →
Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. APRIL 2024 MARKET UPDATE

History; MSFT peaked in 1999 around $50, then fell by roughly 50% over the next 3 years. For the next 10 years, from 2002 to ...
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Webinar Hale Featured image

Monthly Update Webinar (April 2024)

The returns reported are gross of management fees and represent the returns of model portfolios only and do not represent the returns of any client. ...
Read More →
Webinar Hale Featured image

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. MARCH 2024 MARKET UPDATE

Canada’s largest mutual fund is the RBC Select Balanced Portfolio, at about $50 billion in assets and a fee of about 2%. It returned 3.3% ...
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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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