News & Updates

Life Events with Michelle Connolly: Merging Wealth

February 15, 2024

When “mine and yours” becomes “ours,” does that also apply to financial assets? Michelle Connolly spoke to three couples early in their marriages to discuss merging wealth and making healthy financial decisions together.

Recent Posts

February Market Insights: Fortress America and the Colony Next Door

Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to

Why Planning?

At the Advanced Wealth Planning Group at Wellington-Altus, we’re strong advocates for financial planning. And while most Canadians share that view, we recognize that not everyone sees things the same way. This article aims to share our perspective on financial planning, particularly with those who may not yet see its full value.

Wellington-Altus announces successful close of strategic minority investment from Kelso & Company

Wellington-Altus is pleased to announce the successful closing of its previously announced nearly $400 million CAD secondary minority common equity investment from Kelso & Company (“Kelso”), a leading U.S. private equity firm renowned for its commitment to employee ownership.

January Market Insights: The 2026 Market Forecast

History does not move in straight lines. Markets ricochet between excess and restraint in violent cycles, a truth American economist Peter Bernstein hammered home and one investors are again being forced to relearn.

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