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April Market Insights: Greenspan’s Game Of Thrones

April 3, 2024

Navigating the Monsters and Bubbles of Today’s Transformative Economy “There are no heroes; in life, the monsters win.” – Sansa Stark, Game of Thrones Download this PDF here. We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical ...

Calculating 2024 RRIF Minimum Withdrawals

January 19, 2024

Download this article as a PDF. For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2023, the following information outlines how their 2024 minimum withdrawal will be calculated. All RRIF withdrawals are ...

January Market Insights: Is There Something Rotten In The State Of Canada?

January 17, 2024

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.

Trust Reporting Rules

January 16, 2024

Understanding the New Reporting Requirements for Trusts The New Rules for Trust Reporting: Four Unexpected Scenarios

Final Thoughts For 2023: Unveiling The Path To A 1.75% Federal Funds Rate

December 15, 2023

In the realm of economic forecasting, the concept of a trilemma emerges as a thought-provoking framework. This trilemma, which I refer to as the Truman-Gandhi-Churchill trilemma (or the TGC trilemma), encapsulates the perspectives of three influential figures: former British Prime Minister Winston Churchill, the 33rd President of the United States ...

Year-End Personal Tax Tips for 2023

December 12, 2023

Tax planning is a year-round activity, however as 2023 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings. Here area few eleventh-hour strategies to consider for 2023:

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.