For our latest episode of Independent Perspectives, I had the privilege of sitting down with Jandy John, Director of Estates and Trusts at Concentra Trust. Jandy brings over 30 years of experience in estate planning, trust administration, and fiduciary services. I’m grateful to count her as a trusted partner to
I authored this piece as a guest contributor for the financial strategy site, Breaking Bank. We may be living through one of the most important financial shifts of our lifetime. Amid the visible upheaval in global markets, a quieter and equally significant pivot may also be taking hold—a generational turn
Over the years, I’ve had the privilege of supporting several clients who are living with disabilities, along with their families. I’ve seen firsthand how thoughtful planning can bring peace of mind, financial security, and confidence about the future. For Canadians living with disabilities—and their families—navigating financial planning can feel complex.
Navigating a Complex Economic Moment There are real challenges in today’s economic environment—tariffs, retaliatory measures, and signs of a global slowdown. But it’s important to stay grounded: this is not the 1930s, and it’s not 2008. The Great Depression was driven by catastrophic monetary deflation and a failed policy response.
For our latest episode of Independent Perspectives, I had the pleasure of sitting down with David Goncalves, a mortgage broker and founding partner at Vine Group. I’ve worked with David and his team for years and have introduced many clients to Vine Group brokers. Their service is consistently excellent, and
U.S.-Canada relations haven’t been this strained in my lifetime. Like everyone else, I’m at the grocery store on the weekend checking labels, looking for Canadian products. I’m not a fan of the chaos spinning out of the U.S. administration’s trade negotiations. However, when it comes to out-of-control government spending and
Whenever our team begins serving a new client, one of the first questions we ask is if they have an up-to-date will. While most people we work with do have a will, you would be surprised how many people do not, so if you are one among them you are
Join me as I sit down with Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, to discuss the major shifts happening in the global economy. Five years ago, we predicted a historic investment opportunity during the COVID crash—today, we’re analyzing another generational shift. Key topics covered: The transition
2024 was a remarkable year for our practice, and we are committed to elevating our client service and capabilities even further in 2025. As we continue to innovate and grow, we are prioritizing several key initiatives in the first half of the year: Q1 Client Survey: To further enhance our
We are excited to announce the rollout of our new client portal, Client Connect, and document-sharing platform, The Vault. These platforms will be made available to all clients between January and February 2025. Client Connect: Provides a consolidated view of all accounts in your household, making it easier than ever
With anticipated strength in crypto (bitcoin), artificial intelligence (AI), tech, and innovation-driven sectors, alongside the potential for declining interest rates, 2025 presents an exciting landscape for investing. Here’s how I am positioning effectively: 1. Prioritize U.S. equities over Canadian and European exposure U.S. equities are well-positioned to benefit from the
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
Recently, I worked with a long-time client to refinance her mortgage, and it reinforced a key piece of advice I’d like to share; when making decisions about your mortgage, always consult an independent mortgage broker. I worked at one of the big six banks for almost 20 years, so I
As I’m writing this piece (September 27), we are less than six weeks away from the U.S. election. It looks to be a historically close election that reflects the deep and persistent structural divisions present in our neighbour to the south. Since I’m not in the polling and forecasting business,
As Labour Day approaches, I would like to express my gratitude for your continued trust and partnership. In the coming weeks, I look forward to connecting with you to review your portfolios, discuss market conditions, and confirm that we are up to date on your specific investment needs. Over the
While bonds are not a part of everybody’s portfolio, for those of us that are retired, or retiring soon, they form an integral part of our portfolios. If you are interested in learning a bit more about bonds as an asset class you can find here an interview with Justin
Whether you’re new to fixed income investing or looking to fine-tune your strategy, this video is an introduction to why fixed income may be something to consider at this time.
Is that a light at the end of the tunnel? Many technical analysts are thinking that the market is starting to position itself for recovery. Analysts from RBC, SIA and BMO among others are suggesting that the market is overbought in the short-term and may have a pull back here.
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. Market conditions may change which may impact the information contained in this document. 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 me for individual financial advice based on your personal circumstances.
