Resources

  • Recent
  • Market Insights
  • Uncategorized
  • Videos
  • Wealth Planning

Estate Planning: Joint Ownership – The Good, The Bad & The Ugly

Owning assets jointly has grown in popularity-with spouses, and now more frequently between parents and children. While there may be benefits, be aware of the ...
Read More →

Maximizing Future Benefits: OAS Timing Matters – Even for HNW Investors

If you’re nearing retirement, deciding when to start Old Age Security (OAS) benefits should be a consideration. OAS is sometimes overlooked by high-net-worth (HNW) investors ...
Read More →

September Market Insights: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War

Investing at the crossroads of history “A wise man will make more opportunities than he finds.” – Francis Bacon, The Essays (1597) Download this PDF ...
Read More →

SUMMER VACATION THOUGHTS: SEVEN REASONS TO UNPLUG (FROM YOUR SMARTPHONE)

The double edged sword of the information age is that it often feels as though the world is getting worse, even as many things have ...
Read More →

August Market Insights: The Unreasonable Rally

Why America’s reset could propel the S&P 500 to 7,500 “The reasonable man adapts himself to the world: the unreasonable one persists in trying to ...
Read More →

July Market Insights: The Six Months Where Everything Changed

The Federal Reserve, central bank ideology, and the future of economic order “The Federal Reserve… is in the position of the chaperone who has ordered ...
Read More →

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.   

© 2024, Wellington-Altus Private Wealth Inc.  ALL RIGHTS RESERVED.  NO USE OR REPRODUCTION WITHOUT PERMISSION.  

www.wellington-altus.ca