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March Market Insights: There is no Bronze Medal
lakeview
March 4, 2026
Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big ...
February Market Insights: Fortress America and the Colony Next Door
lakeview
February 5, 2026
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, ...
Why Planning?
lakeview
February 2, 2026
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 ...
Wellington-Altus announces successful close of strategic minority investment from Kelso & Company
lakeview
January 13, 2026
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 ...
January Market Insights: The 2026 Market Forecast
lakeview
January 9, 2026
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 ...
December Market Insights: 2026 and the King Dollar Revival
lakeview
December 9, 2025
Why Trump’s policies will power America’s financial supremacy in a multipolar era “The report of my death was an exaggeration.” – Mark Twain




