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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. NOVEMBER 2023 MARKET UPDATE

The renovations at our office are complete and the furniture is arriving. However, as we approach year-end, we have decided to postpone our welcome party ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – OCTOBER 2023 MARKET UPDATE

We went to Winnipeg in the first week of October alongside a few other large teams from across the country for a Wellington-Altus advisory board ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – SEPTEMBER 2023 MARKET UPDATE

History says that years in which the market is up more than 10% during the first half of the year, followed by a pullback in ...
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Monthly Updates -02-02

Executive Summary – July 2023 Market Update

A quick note on currency: the U.S. dollar is down 2.7% year to date, creating a drag on U.S. dollar-denominated positions. The Conservative Equity Portfolio ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. JUNE 2023 MARKET UPDATE

We’re excited to share that our newly revamped website is live! You can now find monthly newsletters, webinars, helpful reading resources and quarterly investment strategy ...
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Monthly Updates -02-02

EXECUTIVE SUMMARY – WELLINGTON-ALTUS PRIVATE WEALTH INC. MAY 2023 MARKET UPDATE

On a longer-term basis, which is how equity investments are usually measured, the Conservative Equity Portfolio has returned 9.4% over three years, 9.8% over five ...
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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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