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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 ...
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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 ...
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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
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Everyone’s talking about an AI bubble—but are we missing the real story? In his November Market Insights, James Thorne explains why the real AI opportunity can be found in the CapEx supercycle buildout

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 ...
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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 ...
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Wellington-Altus Wins National Recognition!

We are proud to announce that Wellington-Altus has been recognized as Best Independent Agent 2025 by SPi Canada!
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