Newswire

Corporate Basics: Protecting Assets in Business with Greg Bentz

July 19, 2022

The information contained herein has been provided for information purposes only. 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 has been provided by J. Hirasawa & Associates and is drawn from sources believed to be reliable.
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) and the authors do not guarantee the accuracy or completeness of the information contained herein, nor does WAPW, nor the authors, 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. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
©️ 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION

Recent Posts

September Market Insights By Dr. James Thorne: Through The Looking-Glass

Lewis Carroll’s Through the Looking-Glass imagined a world in which familiar rules ran in reverse. This problem is now increasingly confronting Wall Street—not only in how it reads monetary policy, but in how it reads the equity market itself.

Beneficiary Designations Matter More Than You Might Think

Beneficiary designations matter more than many people realize. Every so often, we hear about situations where an outdated beneficiary designation overrides instructions in a will; for example, when a registered account names a former spouse, resulting in assets being paid directly to that individual regardless of the current will.

Helping (Grand)Kids Buy a Home: Five Ways to Structure Support

In 2025, 41 percent of first-time homebuyers received down-payment gifts averaging $74,570, highlighting the significant role family members play in helping the next generation enter the housing market.

Market Insights August Video By Dr. James Thorne: This time it is different

In a new world economic order, James Thorne reveals why traditional investing beliefs are being challenged, stating “This time, it is different.” Learn more in his September Market Insights, coming soon.

Oh Canada! Reasons to Embrace Our Nation

Respected economist Paul Krugman recently wrote an article, “What Happens When Americans Realize How Miserable We Are?”

The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts 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. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.