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Investing in “Tax-Smart” Ways

INVESTING IN “TAX-SMART” WAYS HAVE YOU MAXIMIZED TAX-ADVANTAGED ACCOUNTS? We aren’t doing a good job fully maximizing TFSA contributions — even the wealthiest Canadians appear ...
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New Year’s Advice for the Younger Generation: It Starts With Saving!

At one time in the not-so-distant past, our society was tuned into saving. We wouldn’t think of buying something until we saved enough cash to ...
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When Was the Last Time You Reviewed Your Will?

Over the years, the statistics haven’t changed much: the majority of people still do not have a Will and, for those who do, it may ...
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March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation

“Some say the world will end in fire, some say ice. From what I’ve tasted of desire, I hold with those who favor fire. But ...
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Deferring OAS Benefits: What’s the Break-Even Age?

Many high-net-worth investors do not require income from Old Age Security (OAS) benefits, thus having the option to defer the start of payments. While the ...
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A Silver Lining to Inflation? Adjustments to the TFSA & CPP Make a Difference

If there is any good news that can come with high inflation rates, it may be the resulting cost-of-living adjustment. Each year, certain personal income ...
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February Market Insights: Apocalypse Delayed – The U.S. Debt-Ceiling Debate

“It’s never paid to bet against America.” — Warren Buffett What if the US Government Defaults on its Debt? If the U.S. was to default ...
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The RRSP & RRIF: Be Aware of Taxable Withdrawals

The market volatility in 2022 put many asset values under pressure. Yet, markets are cyclical and we expect prices to eventually resume their climb in ...
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To Start a New Year: In Need of a Bit More Happiness?

A recent article in the Wall Street Journal suggests that we may all be in need of a bit more happiness.1 It pointed to the “Misery ...
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Three Reminders to Start Another Year

After a difficult year, and as we look to the year ahead, here are three reminders to help keep perspective. Volatility: Likely to persist Periods of ...
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For 2023: Look Forward, Not Back

Most people, investors or not, tend to base their current views on what is most recent in memory. In good times, we may expect them ...
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The 2023 Market Forecast – The Pause that Refreshes

“All models are wrong. Some models are useful.” — George E. P. Box, statistician “Patience is a form of wisdom,” notes Jon Kabat-Zinn, creator of ...
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Estate Planning: Helping Preserve Family Harmony

We can often have very unique visions for our legacy. For some, it may be to support the next generation to gain skills or to ...
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Is Now A Good Time to Consider an Annuity?

Given increasing longevity and as equity markets continue to go through a rough patch, some investors have asked whether there is value in revisiting the ...
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November Market Insights: Trump, Gridlock And What It Means For Investors In 2023

Steve Jobs once said, “You can’t connect the dots looking forward; you can only connect them looking backward. So, you have to trust that the ...
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Coping With Volatility

The summer did not see much respite from the volatility that has gripped the financial markets. The bearish commentators continue to evoke fears that the ...
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Six Reasons Why: A Business Owner/High Net-Worth Individual Should Look at Life Insurance – Part 2

Dave and Tyler sit down with Daniel Cohen, Director of Private Equity at Fiera Comox Partners to discuss how investing in private equity can help ...
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Why Private Equity Can Be a Great Addition and Compliment to Your Portfolio

Dave and Tyler sit down with Daniel Cohen, Director of Private Equity at Fiera Comox Partners to discuss how investing in private equity can help ...
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Market Perspectives: Don’t Fear the Bear

In the first half of 2022, the S&P 500 Index entered into a bear market prompting some investors to ask: will the Canadian markets follow? ...
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A Rising Interest Rate Environment: Helping Younger Generations Navigate These Times

For the first time, the younger generation is living in a world of rising interest rates and high inflation. Over the past two decades, many ...
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Is a “Soft Landing” Still Possible?

Despite many of us feeling as though we are in recession¹ — high inflation, rising interest rates and stock market declines certainly haven’t helped to ...
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Canoe Financial Webinar: Energy Investment Strategies

Dave and Tyler are joined by Canoe Financial, sharing the importance of the Canadian Energy Market. With the growth in popularity and awareness of alternative ...
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September Market Insights: Waiting for Godot and passing the peak sagitta of the inflation and rate expectation arcs in 2022

Waiting for Godot and passing the peak sagitta of the inflation and rate expectation arcs in 2022 Waiting For Godot is Samuel Beckett’s portrait of the ...
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Are You Retirement Ready? A Closer Look at Retirement Planning

You don’t quit saving and stop planning once your hit retirement! Dave and Tyler delve into retirement planning and how to ensure that you are ...
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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.