2025 Excellence Awardee: Michael Minicucci
Congratulations to Michael Minicucci who has been nominated as an Excellence Awardee for Wealth Professional’s 2025 Rising Star Advisor of the Year. This award recognizes the advisor who has displayed excellence in their first three years as an advisor. Since becoming accredited, Michael has demonstrated exceptional expertise in investment strategies, client relationship management, and regulatory […]
2025 Excellence Awardee: Jordan Mauro
Congratulations to Jordan Mauro who has been nominated as an Excellence Awardee for Wealth Professional’s 2025 Young Entrepreneur of the Year Award. This award recognizes an individual who has made a significant impact through entrepreneurship in the wealth management industry. This could include innovations in financial planning, investment strategies, client relationship management, or technology solutions […]
March Market Insights: From Trump’s Demands to Canada’s Destiny
Charting a new course in a shifting world order “A statesman must wait and listen until he hears the steps of God sounding through events; then leap up and grasp the hem of his garment.” – Otto von Bismarck Download this PDF here. Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as […]
February Market Insights: From Extremes To Centre
Charting a New Path for Economics and Investing as Trump Returns and Trudeau Steps Down You have enemies? Why, it is the story of every man who has done a great deed or created a new idea. – Victor Hugo Download this PDF here. The Shifting Political Landscape In today’s politically charged atmosphere, it can […]
Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes
Download this PDF here. On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that Parliament be prorogued. The Governor General consented to the request, terminating all parliamentary activities until March 24. What does this mean for previously announced proposals? […]
January Market Insights: The Digital Gold Rush
How Bitcoin Became America’s Unlikely Saviour Download this PDF here. “If you are going to put a legend on the greenbacks, I would suggest that of Peter and Paul, ‘Silver and gold I have none, but such as I have I give to thee.” – Abraham Lincoln [1] In our fast-paced world, we often overlook the […]
2024 Fall Economic Statement
Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 Fall Economic Statement (FES 2024). Earlier that day, Chrystia Freeland resigned as Deputy Prime Minister and Minister of Finance. In her absence, FES 2024 was tabled, but not presented or […]
Year-End Personal Tax Tips for 2024
Download this PDF here. Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings. Here are a few strategies to consider before the new year: Review Accrued Capital Gains With the proposed increase to the capital gains inclusion […]
December Market Insights: A Year In Review
The Best of Times, the Worst of Times “It was the best of times; it was the worst of times…” – Charles Dickens Download this PDF here. As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global economy stand out […]
Executor’s Checklist
As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we’ve created this handy checklist* which outlines […]