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2024 Tax Resources

lakeview March 25, 2024

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 ...

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

lakeview March 14, 2024

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 ...

The Canada Pension Plan (CPP) – What’s new for 2024?

lakeview March 8, 2024

Download this PDF here. Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed ...

Many Canadian shareholder investors (“investor”) own foreign securities. Occasionally a foreign corporation (“original corporation”) will spin-off a subsidiary or business line to its shareholders, so ...

No Drama: Plan for a Smooth Family Business Succession

lakeview March 7, 2024

Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next.

March Market Insights: The Financial Storm Is Coming

Ana Delgado March 5, 2024

NAVIGATING CHINA, FED TIGHTENING, FINANCIAL INSTABILITY AND RATE CUTS “A national debt, if it is not excessive, will be to us a national blessing.” – ...

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.