Kluge Wealth Advisory Group Insights

Retiring From vs. Retiring To: Why the Distinction Determines Whether Retirement Works

August 20, 2026

The phone call usually comes on a Wednesday afternoon in my office in downtown Calgary. “Conrad, I just wanted to let you know, I am ...

What Happens to Your 401(k) and IRA When You Move Back to Canada?

August 10, 2026

Do not assume your U.S. retirement accounts just carry over when you return to Canada. They do not. The rules governing your IRA, 401(k), and ...

RESP withdrawal strategy in Canada: What families miss about grants, contributions, and the 20% penalty

August 6, 2026

Getting money out of a Registered Education Savings Plan (RESP) is easy. Getting the most value out of one takes a bit more work. ...

Should You Own Bitcoin in 2026? A Wealth Advisor’s View

July 7, 2026

What Is Happening With Bitcoin? Bitcoin has been a frequent topic of client conversations recently. That makes sense. The price action has been confusing, the ...

You were right to be worried. Here is why we did not let that guide your portfolio.

June 19, 2026

Conrad Kluge Wealth Advisory Group Wellington-Altus Private Wealth You watched the markets fall in March 2026 (like what happened 12 months earlier). You watched the ...

Estate planning: A structured approach for high-net-worth families

June 16, 2026

Estate planning is one of the most consequential components of a comprehensive financial plan. Despite this, many families delay the process or avoid it entirely. ...

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), Independent Advisor Solutions Inc., (IAS) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

©2026 Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc, Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca