June Market Insights: Is AI The Next Goldrush?
Terminator vs. R2-D2 Download this PDF here. Hollywood and Artificial Intelligence (AI): The Emotional Scars Are With Us Today In the movie Terminator, a dystopian society is under attack by artificially intelligent robots that are hell bent on the destruction of the human species. Skynet is the ultimate doomsday machine, a self-aware AI that decides […]
Wellington-Altus Ranked #1 Investment Firm in Canada
Wellington-Altus is honoured to lead the industry in advisor satisfaction – for the 4th consecutive year Wellington-Altus Financial Inc. today announced that its private wealth division, Wellington-Altus Private Wealth Inc., has retained its top spot as Canada’s number-one investment advisory firm in the 2023 Brokerage Report Card, for the fourth consecutive year. This tremendous feat […]
First Home Savings Account (FHSA)
A first home savings account (FHSA) is a registered plan allowing you, as a prospective first-time home buyer, to save for your first home tax-free (up to certain limits). To find out more please click see Tax Free First Home Savings Account (FHSA) FHSAs will be available at Wellington-Altus starting in Fall, 2023.
May Market Insights: The FTX Fiasco Has Nothing To Do With Blockchain Adoption
Huckleberry Finn Is Not Tom Sawyer. Download this PDF here. “Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” — Alan Greenspan When one thinks of blockchain, one quickly thinks of Bitcoin, NFTs, and cryptocurrencies. Just as so many confuse Mark Twain’s Huckleberry Finn with Tom Sawyer, to the point where the rock band […]
Top Wealth Advisory Firm in Canada
We are honoured to be recognized as a 5-Star Brokerage for 2023 by Wealth Professional Canada Magazine for the third year in a row! Click here to read further!
April Market Insights: It Looks Like This Holy Fool Was Right, What Now?
Download this PDF here. “The holy fool is a truth-teller because he is an outcast. Those not part of the existing social hierarchy are free to blurt out inconvenient truths or question things the rest of us take for granted.” – Malcolm Gladwell in Talking to Strangers Since 2020, I’ve been one of the few […]
2023 Federal Budget Commentary
Download this article as a PDF. “At a challenging time in a challenging world, there is no better place to be than Canada.” On March 28, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered her third Federal Budget. The 2023 Federal Budget “A Made-in-Canada Plan” continued the government’s multi-year […]
March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation
What’s a More Significant Risk, Inflation or Deflation? Download this PDF here. “Some say the world will end in fire, some say ice. From what I’ve tasted of desire, I hold with those who favor fire. But if it had to perish twice, I think I know enough of hate to know that for destruction, […]
February Market Insights: Apocalypse Delayed – The U.S. Debt-Ceiling Debate
What if the U.S. Government Defaults on its Debt? Download this PDF here. “It’s never paid to bet against America.” – Warren Buffett If the U.S. was to default on its debt obligations, it would cause investors to flee from U.S. Treasuries, leading to a decrease in confidence in U.S. government debt and the U.S. […]
The 2023 Market Forecast – The Pause that Refreshes
Patience is a form of wisdom Download this PDF here. “All models are wrong. Some models are useful.” — George E. P. Box, statistician “Patience is a form of wisdom,” notes Jon Kabat-Zinn, creator of the Stress Reduction Clinic and the Center for Mindfulness in Medicine at the University of Massachusetts Medical School. It demonstrates […]