Mahrt Investment Group

Insights

More than Investment Managers we are Wealth Advisors. It’s our mission to assist you in all areas of wealth, from budgeting and debt management to retirement and tax. We publish timely information, findings, and strategies to help you make informed decisions.

Investing

March 19, 2024

Video: Types of Portfolio

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Investing

March 12, 2024

Investing Within Your Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, the question becomes how to maximize the value of these funds? As personal marginal tax rates can be significant, does it make sense to simply invest the surplus funds within […]
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Wealth Planning

March 5, 2024

No Drama: Plan for a Smooth Family Business Succession

Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next. Yet family business owners tend to avoid this complex and emotional exercise for many reasons: their identity is too closely tied to the business, they are too busy with day-to-day operations, or they worry that the […]
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Wealth Planning

February 20, 2024

Video: The Contribution Conundrum – RRSPs vs TFSAs

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Wealth Planning

February 13, 2024

Estate Planning: Getting the Details Right

The Importance of Planning When it comes to estate planning, co-ordination of documents and details such as beneficiary designations matter. A lack of planning and out of date or incomplete documentation can result in additional costs, delays and taxes for your estate, or a loss of control over certain aspects, such as the guardianship of […]
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Wealth Planning

February 6, 2024

Calculating 2024 RRIF Minimum Withdrawals

For clients who have rolled their Registered Retirement Savings Plan (“RRSP”) over to a Registered Retirement Income Fund (“RRIF”) or who have an existing RRIF account in 2023, the following information outlines how their 2024 minimum withdrawal will be calculated. All RRIF withdrawals are reported as pension income on a T4RIF slip. Here are some […]
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Wealth Planning

January 23, 2024

Understanding Trust (and Bare Trustee) Reporting Changes

Introduction Is your name on legal title for any assets that you don’t have a beneficial interest in (i.e., a Bare Trust)? Perhaps your name is legally on your parents’ home, or maybe your child’s banking or investment accounts? If this is the case, you may have a new reporting obligation with the Canada Revenue […]
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Wealth Planning

January 16, 2024

The New Rules for Trust Reporting: Four Unexpected Scenarios

New Enhanced Trust Reporting Rules The new enhanced trust reporting rules (“new trust rules”) may catch certain Canadian trusts or informal trust arrangements considered Bare Trusts, that previously did not have to file an annual Trust Income and Tax Information Return (“T3 Return”). The new trust rules will force the filing of annual T3 Returns […]
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Wealth Planning

January 9, 2024

RRSPs: The Essentials

What is a Registered Retirement Savings Plan (RRSP)? A RRSP is a retirement savings account available to any Canadian individual taxpayer under the age of 72 and to which they or their spouse/common law partner can contribute – subject to their respective deduction limits. At the very least, an RRSP is an income tax deferral […]
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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.

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