Market Insights

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as their own rules and conditions that must be followed. With so many options, determining the best use for each type of account as part of a comprehensive wealth plan can be challenging. The attached table summarizes the key features of the most common registered plans and links to articles with more detailed information.

Download this article as a PDF. The transfer of family businesses to the next generation has long been a contentious tax issue. Owners rightfully expect the same tax benefits when selling their businesses to their children or other relatives as if they had sold to a third-party purchaser. Fiscal policy,

Wellington-Altus Private Wealth —the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $25 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

Planning for the financial needs of a person affected by a disability requires a multi-faceted process involving both financial and non-financial considerations. An RDSP is just one element of the beneficiary’s and their family’s larger life, tax and estate plan.

Wellington-Altus is honoured to lead the industry in advisor satisfaction – for the 4th consecutive year WINNIPEG, TORONTO, and MONTREAL, June 2, 2023 /CNW/ — 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