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Personal and Corporate Tax Integration Reference Card 2024

Download our province and territory-specific 2024 Personal and Corporate Tax Integration Reference Card below.

Independent Advisor Solutions Announces Exclusive Canadian Partnership with Apollo to Power Advisor Portfolios

WINNIPEG, TORONTO, and MONTRÉAL, Wednesday, December 18, 2024 /CNW/ — Independent Advisor Solutions Inc. (Independent Advisor Solutions)—a wholly owned subsidiary of Wellington-Altus Financial Inc. (Wellington-Altus)—is pleased to announce an ...

2024 Fall Economic Statement

Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 ...

Year-End Personal Tax Tips for 2024

Download this PDF here. Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage ...

December Market Insights: A Year In Review

As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global ...

Individual Pension Plans

Download this PDF here. Individual Pension Plans (IPPs) can be a valuable retirement planning tool for incorporated professionals, business owners, or key employees of a ...

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.

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