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Making the Most of Canadian Registered Accounts: A Quick Reference Guide

lakeview February 5, 2025

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as ...

Independent Advisor Solutions Adds to Exclusive Canadian Retail Partnership with Apollo; Continues Mission to Power Advisor Portfolios

lakeview February 5, 2025

Independent Advisor Solutions has announced the next phase in its exclusive retail partnership with Apollo, a leading provider of alternative assets and retirement solutions.

Federal Government Defers Capital Gains Inclusion Rate Increase to 2026

lakeview February 4, 2025

Download this PDF here. The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed ...

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

lakeview January 27, 2025

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 ...

RRSP 101 & Understanding the RRSP Deduction Limit Statement

lakeview January 22, 2025

RRSP 101 Understanding the RRSP Deduction Limit Statement

Calculating 2025 RRIF Minimum Withdrawals

lakeview January 22, 2025

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”) ...

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.