December 2, 2024 - The Mahrt Investment Group

Mahrt Investment Group

About
Strategy
Insights
Contact Us
Client Login

About
Strategy
Insights
Contact Us
Client Login

About
Strategy
Insights
Contact Us
Client Login

Search

Dec, 2024

Year-End Planning & The Increased Inclusion Rate

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 your financial advisor. Insurance products are offered through Wellington-Altus Insurance Inc. which is a separate company and not an affiliate of Wellington-Altus Private Wealth.

© 2023, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.

www.wellington-altus.ca

230-1515 Douglas St
Victoria, BC
V8W 2G4
Office: 778.746.7620
Toll-Free: 844.854.7447
Fax: 778.401.7579
mahrtinvestmentgroup@wellington-altus.ca

Know Your Advisor: Advisor Report

Get In Touch With Us

Please send us a message with any questions you may have.

Name:

Phone number:

Email address:

Stage of Financial Life:

Message:

I agree to receive communications from The Mahrt Investment Group at Wellington-Altus Private Wealth. I consent to provide my contact information for the purpose of receiving e-mails. See our Privacy Policy for more details on how we protect your personal information. I understand that I can unsubscribe at any time by e-mailing unsubscribe@wellington-altus.ca.

© 2025 Wellington-Altus Private Wealth Inc., All rights reserved.

Terms of Use | Privacy Policy | Legal | Cookie policy