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Increasing Capital Gains Inclusion Rate: Planning for the Cottage or Cabin

“Have we all just become economic snowflakes?” This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. ...
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INCREASES TO THE CAPITAL GAINS INCLUSION RATE

“Have we all just become economic snowflakes?” This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. ...
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The Power of Economic Sentiment

“Have we all just become economic snowflakes?” This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. ...
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FACTORS IMPACTING THE CPP TIMING DECISION: More Perspectives on When To Start CPP Benefits

“Have we all just become economic snowflakes?” This question emerged from a recent study analyzing the text of 200 million newspapers spanning almost two centuries. ...
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Unlocking High Net-Worth Financial Solutions with National Bank’s Private Banking 1859

In the complex arena of global finance, as in geopolitics, strategic positioning can be just as crucial as raw power. This insight comes from Polish-American ...
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THE GRAND CHESSBOARD: Navigating Geopolitical Investments

In the complex arena of global finance, as in geopolitics, strategic positioning can be just as crucial as raw power. This insight comes from Polish-American ...
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BE AWARE OF NEW REPORTING RULES: Are You Associated With a “Bare Trust” Arrangement?

Are you a legal owner of an asset where someone else is a beneficial owner and has a beneficial interest and oversight of the asset?I ...
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Perspectives on Stock Market Concentration: The Case for Diversification

Are you a legal owner of an asset where someone else is a beneficial owner and has a beneficial interest and oversight of the asset?I ...
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Thinking Beyond Retirement: A Higher Purpose

It has been said that “if you are what you do, when you don’t … you aren’t.” As you think ahead, have you contemplated a ...
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Have U.S. Equities Become Overvalued?

With the rapid rise in the “Magnificent 7” stocks to start the year, there has been renewed discussion over whether U.S. stocks are becoming overvalued. ...
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May Market Insights: Out Of Options

Navigating An Era Of Fiscal Dominance, Rate Cuts And Debt Monetization Those who fail to learn from history are condemned to repeat it. – Sir ...
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Embrace the monsters of today’s financial world

Embrace the monsters of today’s financial world,” Dr. James Thorne tells investors who are navigating through a period of immense structural change and adjustment.
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Highlights from the 2024 Federal Budget

We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the ...
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GREENSPAN’S GAME OF THRONES: Navigating the Monsters and Bubbles of Today’s Transformative Economy

We are at a pivotal moment in history, one that former U.S. Federal Reserve Chairman Alan Greenspan might liken to a historical juncture, where the ...
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A TAX EFFICIENT ALTERNATIVE TO GICs: CONSIDER THE BENEFITS OF DISCOUNTED BONDS

Given the rise in interest rates since the start of 2022, there has understandably been greater interest in low-risk, fixed-income investments like Guaranteed Investment Certificates ...
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IN BRIEF: REASONS FOR DIVERSIFICATION

In many aspects, the economies of Canada and the U.S. share similarities as developed countries ranked among the top 10 economic powers globally. Over the ...
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INVESTMENT TACTICS DURING UNCERTAIN TIMES

After a volatile 2023 in the financial markets, one of the by- products has been that some investors feel inclined to take a more conservative ...
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THE FINANCIAL STORM IS COMING: Navigating China, Fed Tightening, Financial Instability, and Rate Cuts

It’s All About Timing Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is ...
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THE INVESTING ROAD IS A LONG ONE

As we look forward to another year, after the financial market volatility we experienced in 2023, it may take discipline to stay focused on our ...
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CPP: FOUR THINGS YOU MAY NOT KNOW

The Canada Pension Plan (CPP) has been in the spotlight as the Alberta government proposes creating its own retirement plan. For the answers to some ...
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For High-Net-Worth Investors: Life Insurance For Education Planning

For high-net-worth (HNW) investors, life insurance may provide benefits beyond protection, including helping to support the education costs of a child or grandchild. With the ...
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LOOKING FORWARD: REFLECTING ON A YEAR THAT HAS PASSED

Need some good news? Things may be better than they seem. Understandably, consumer sentiment has lingered at low levels. We’ve been through a lot lately. ...
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FOR 2024: FOCUS LESS ON THE HEADLINES

It has been 45 years since BusinessWeek declared the “Death of Equities,” warning that rampant inflation was “destroying the stock market” and “to regard the ...
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Market Insight: April 2023 – Dr. James Thorne, Ph.D., Chief Market Strategist

Huckleberry Finn Is Not Tom Sawyer. Download this PDF here. “Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” — Alan Greenspan When one ...
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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.