RESP 101 – A Smarter Way to Save for Education
A Registered Education Savings Plan (RESP) is a tax‑advantaged account that helps families save for a child’s post‑secondary education. Anyone with a valid SIN can open one, and the funds may be used for university, college, trade school, CEGEPs, or apprenticeship programs.
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.
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
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.”
Wellington-Altus Named Top-Rated Investment Dealer in Canada
We’ve done it again—our sixth year being ranked as the top-rated investment dealer in Canada by Investment Executive’s 2025 Brokerage Report Card!
Meet Mark Bishop
Mark Bishop, one of our esteemed financial advisors, was recently featured in Boulevard Magazine! We invite you to read the full feature and get to know more about Mark’s story, philosophy, and the values that drive his work and life.
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 that seem at odds with one another, evoking the drama of a Shakespearean play. The phantom of secular stagnation and deflation is likely to haunt us once again in 2024. To quote Macbeth, “By the pricking of my thumbs, something wicked this way comes.” This chilling sentiment resonates when considering the future of Canada’s economy.
Final Thoughts For 2023: Unveiling The Path To A 1.75% Federal Funds Rate
Balancing Churchill’s Caution, Truman’s Expectations, And Gandhi’s Wisdom In The Age Of Chaos “I always avoid prophesying beforehand, because it is much better policy to prophesy after the event has already taken place.” – Winston Churchill Download this PDF here. In the realm of economic forecasting, the concept of a trilemma emerges as a thought-provoking […]