Recognized as 2025 Advisory Team of the Year by Wealth Professional Canada

Federal Budget Commentary

Download this article as a PDF. Economic and Tax Highlights from the 2021 Federal Budget   “The truth is that the tragedy of COVID-19 has created a window of opportunity.” On April 19, 2021, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered the Liberal government’s first budget in over two years. […]

“We Wanted to Build Something Very Special”

Check out Frank’s article in Wealth Professional Magazine, entitled “We Wanted to Build Something Very Special.” Frank touches on his career, his investment techniques and the history of how Wellington-Altus came to fruition. Click here to read the article.

April Market Insights by James Thorne

Download this article as a PDF. “Just because you despise me, you are the only one I trust.” (Casablanca, 1942) Perhaps one of the greatest films of all time, Casablanca is a love story about an American expat facing the moral dilemma of choosing between his love for a woman and helping the escape of her husband, a […]

March Market Insights by James Thorne

Download this article as a PDF. “So we beat on, boats against the current, borne back ceaselessly into the past.”                         – F. Scott Fitzgerald, The Great Gatsby Depicting a period of dramatic social, technological and economic change, The Great Gatsby, set in 1922, is often seen as a somber critique of the American Dream. Jay Gatsby overcomes […]