Newsroom

  • All
  • Market Insights
  • News
  • Videos
  • Wealth Planning

Market Insights Video from James Thorne: The Globalization Myth in Canada

Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big ...

Calculating 2025 RRIF Minimum Withdrawals

Download this article as a PDF. For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) ...

TFSAs 101

Download this article as a PDF. The Tax-Free Savings Account (TFSA) allows Canadians to save and invest funds tax free in order to fund a ...

2024 Tax Resources

2024 Wellington-Altus Corporate Tax Reference Card Personal Tax Planning Cards LIF and RLIF Minimum & Maximum Factors Personal and Corporate Tax Integration Reference Cards 2024 ...

January Market Insights: The Digital Gold Rush

How Bitcoin Became America’s Unlikely Saviour “If you are going to put a legend on the greenbacks, I would suggest that of Peter and Paul, ...

2024 Personal Tax Planning Cards

Download our province and territory-specific 2024 Tax Planning Cards. Alberta Tax Planning Card British Columbia Tax Planning Card Manitoba Tax Planning Card

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. Insurance products are provided through Wellington-Altus Insurance Inc.

Lakeview Wealth Management