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Life Events with Michelle Connolly: Merging Wealth

When “mine and yours” becomes “ours,” does that also apply to financial assets? Michelle Connolly spoke to three couples early in their marriages to discuss ...

February Market Insights: Trump’s Shadow

Echoes of History and Financial Markets in a Post-Pandemic World

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 Card 2024

January Market Insights Video with Dr. James Thorne: Embrace Change and Innovation

“Canada, it’s time to embrace change and innovation, and stop living in the past.”

Calculating 2024 RRIF Minimum Withdrawals

For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF ...

January Market Insights: Is There Something Rotten In The State Of Canada?

In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies ...

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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