March Market Insights: There is no Bronze Medal
“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it. In artificial intelligence, there is no bronze medal. There will be a hegemon and a runner‑up. Everyone else will be a client.
February Market Insights: Fortress America and the Colony Next Door
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, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding. The Trump Doctrine should be seen as equal to—not subordinate to—the Monroe Doctrine, the 1823 U.S. policy that warned European powers against further colonization or interference in the Western Hemisphere. It represents a new organizing framework for U.S. power that blends hard power, economic nationalism, and pro-growth domestic policy
January Market Insights: The 2026 Market Forecast
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 one investors are again being forced to relearn. The foundation for the 2026 investment thesis is that with interest payments on U.S. debt now exceeding annual defense spending, the fiscal constraint has become too binding to ignore, and structural adjustment is no longer optional. We have no choice but to adjust; the system is in a state of flux.
Investment Insight – Winter 2026 Edition
In this edition, we reflect on long-term investing lessons inspired by Warren Buffett’s legacy, share our outlook on equity markets and earnings growth, highlight why estate planning should be a priority heading into 2026, and address timely topics such as RRSP planning, the “K-shaped” economy, and key takeaways from Canada’s 2025 federal budget.
December Market Insights: 2026 and the King Dollar Revival
Rumors of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one fact stands out: The global U.S. dollar system—“King Dollar”[1]—is not vanishing. The financial, legal, and institutional architecture that makes the dollar the world’s indispensable currency remains at the heart of global finance.
Highlights from the Federal Budget 2025
How will #Budget2025 impact Canadians? With the introduction of several new tax measures, our team breaks down the highlights for advisors and clients
November Market Insights: Wealth In A Capex Supercycle
Wealth is the product of energy times intelligence: energy channeled into artifacts that enhance human life. American visionary Buckminster Fuller’s idea hints at a fire that powers value itself. As Canadian media theorist Marshall McLuhan warned, the tools we build can also build us. Our tools don’t merely enable prosperity; they reshape society. With artificial intelligence (AI) dominance now tied to national security and economic growth, policy moves—like U.S. President Donald Trump’s supply-side measures and 100 per cent expensing of capital expenditures (CapEx) through 2031—set the stage for a CapEx supercycle.
Start the Conversation: Wealth and Estate Planning for Digital Asset
When people think about their wealth, they often picture traditional asset classes such as cash, stocks, bonds, real estate, or perhaps more unique holdings like art or coin collections. Historically, these assets have formed the foundation of most families’ wealth, however, in today’s digital world, another category of assets has quickly been growing in importance: digital assets.
Wellington-Altus Wins National Recognition!
We are proud to announce that Wellington-Altus has been recognized as Best Independent Agent 2025 by SPi Canada!
October Market Insights: Trump, Carney and the Western Awakening
A new era for Canada is about to begin.
“I read in a newspaper that I was to be received with all the honors customarily rendered to a foreign ruler. I am grateful for the honors; but something within me rebelled at that word ‘foreign’. I say this because when I have been in Canada, I have never heard a Canadian refer to an American as a ‘foreigner’. He is just an ‘American’. And, in the same way, in the United States, Canadians are not ‘foreigners’, they are ‘Canadians’. That simple little distinction illustrates to me better than anything else the relationship between our two countries.”