Tower Wealth Advisory Logo

Newswire

Market Insights by James Thorne: Embrace the monsters of today’s financial world

TW-WA MARKET INSIGHTS

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. Learn why in his April hashtagMarketInsights here: https://bit.ly/3J0d6t9 hashtagInvesting 

 

The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. 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. All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance companies separate from WAPW. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. © 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

Recent Posts

ESTATE PLANNING

A recent Globe & Mail article highlighted an oft-overlooked estate planning risk: the lost will. In the case of Finsant Estate (2024), a will prepared in 2001 named the deceased’s grand-niece as the sole beneficiary.

Read More »

WEALTH PERSPECTIVES

Canadians are wealthier than ever. The latest statistics show that average household net worth reached $1.03 million last year and continued to rise. Total wealth has grown by 30 percent since 2019, with Millennial and Gen X wealth climbing by over 10 percent in 2024.

Read More »

THE SEASON OF GIVING

In the longest-running study on happiness, the Harvard Study of Adult Development found that social connections are the strongest predictor of happiness and health, which in turn may contribute to greater longevity.

Read More »

NAVIGATING CHALLENGING TIMES

The loss of a spouse—whether through death or divorce—can be one of the most difficult and life-altering experiences. Both situations may bring similar emotions: grief, fear of uncertainty and feelings of being overwhelmed.

Read More »

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.