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February Market Insights: Trump’s Shadow

February 6, 2024 Echoes of History and Financial Markets in a Post-Pandemic World Download this PDF here. As we enter a presidential election year in ...
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Jim Thorne Webinar – January 2024

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January Market Insights: Is There Something Rotten In The State Of Canada?

January 17, 2024 Part 2: Canada’s 2024 Economic Storm In the middle of difficulty, lies opportunity. – Albert Einstein Download this PDF here. In this ...
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The New Rules for Trust Reporting: Four Unexpected Scenarios

January 16, 2024 Download this PDF here. The new enhanced trust reporting rules (“new trust rules”) may catch certain Canadian trusts or informal trust arrangements ...
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Understanding the New Reporting Requirements for Trusts

January 16, 2024 Download this article as a PDF. Is your name on legal title for any assets that you don’t have a beneficial interest ...
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Q4 2023 Quarterly Compass Newsletter

As we move forward, we remain steadfastly committed to continual improvement. In this spirit, we have introduced a survey tool that we will send out ...
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The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts 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. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.

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