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Should clients add kids to their home title?

  Some clients may have heard that adding children to a home title can avoid probate fees, make the estate process simpler and give the ...
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Hot Topic: Summer Vacation

Summer Vacation Time: Seven Reasons to Unplug (From Your Smartphone) The double-edged sword of the information age is that it often feels as though the ...
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Summer 2025 Newsletter

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Investing in a Corporation

Should you invest surplus funds inside your corporation or take them out to invest personally? Our team explores the tax implications and integration rules that ...
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How wealthy Canadians are navigating global uncertainty and volatility

Today’s economic environment is shaped by global uncertainty, so how do wealthy Canadians navigate all the volatility? Learn about their strategic approach to wealth preservation. ...
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Winter 2025 Newsletter

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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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