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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 ...
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Market Insights by Dr. James Thorne: 2026 and the King Dollar Revival

Rumours of the U.S. dollar’s decline are as persistent as they are exaggerated. In 2025, one fact stands out: The global U.S. dollar system—“King Dollar”[1]—is ...
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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 ...
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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 ...
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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, ...
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WARREN BUFFETT IS “LEAVING THE BUILDING”…

Warren Buffett is leaving the building. After almost six decades at the helm of Berkshire Hathaway, Buffett announced earlier this year that he will step ...
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HIGH-NET-WORTH INTERGENERATIONAL WEALTH PLANNING:

When it comes to preserving family wealth, many affluent Canadians face a familiar challenge: How do I pass assets along to future generations in a ...
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RETIREMENT PLANNING

As the year draws to a close, many retirees turn their attention to mandatory Registered Retirement Income Fund (RRIF) withdrawals
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Market Insight by Dr. James Thorne: WEALTH IN A CAPEX SUPERCYCLE

Wealth is the product of energy times intelligence: energy channeled into artifacts that enhance human life. American visionary Buckminster Fuller’s idea hints at a fire ...
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A 547% INCREASE?

If you’ve eaten fast food recently, you may be surprised by the bill. Thirty years ago, a Big Mac hamburger cost around $2. Today, it ...
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FEEL AS THOUGH YOU’RE PAYING MORE TAX?

After a summer of considerable market enthusiasm surrounding artificial intelligence (AI), it’s worth taking a step back.
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October Market Insights Discussion: Canada, the U.S. & The Western Reawakening

Canada is at a turning point — are you ready for the Western Awakening? In this episode of Smokin' Bulls, Tyler and Dave break down ...
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Market Insights by James Thorne: Trump, Carney and the Western Awakening

This simple yet profound truth, that Canada and the United States are bound not merely by treaties but by something closer to a familial bond, ...
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ARTIFICIAL INTELLIGENCE EXUBERANCE: HOW FAR WE’VE COME

After a summer of considerable market enthusiasm surrounding artificial intelligence (AI), it’s worth taking a step back.
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A Bifurcation in Sentiment

Markets rarely linger in equilibrium. The pendulum of sentiment swings between fear and greed, and this year has been no exception. After April’s lows, the ...
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Technology Bull Market Outlook 2025 | Growth Strategies from Dr. Jim Thorne

Tech stocks, AI, and crypto are shaping the next bull market. In this episode, we break down Dr. Jim Thorne’s Market Insights and what it ...
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Estate Planning: Joint Ownership — The Good, the Bad & the Ugly

Owning assets jointly has grown in popularity—with spouses, and now more frequently between parents and children. While there may be benefits, be aware of the ...
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Market Insights by James Thorne: Bull Markets, Peace Dividends, and the Federal Reserve’s Next War

Bacon’s wisdom, that true prosperity is won by strategic preparation, not by accident, serves as the north star for sophisticated investors navigating the closing months ...
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The Paradox of the Digital Natives: Help Others Protect Against Fraud and Scams

Which generation is more likely to fall for online scams? The answer may surprise you. Despite growing up immersed in digital technology since birth, younger ...
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BRIDGING THE HOUSING AFFORD ABILITY GAP

Without a doubt, home ownership has become increasingly out of reach for younger generations (chart, bottom right). Canadian home prices have risen faster than in ...
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Maximizing Future Benefits

If you’re nearing retirement, deciding when to start Old Age Security (OAS) benefits should be a consideration. OAS is sometimes overlooked by high-net-worth (HNW) investors ...
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THINKING A HEAD: Planning a Tax-Efficient Withdrawal Strategy

How and when you access your income sources can influence the taxes you pay, your eligibility for government benefits and your long-term financial health. Whether ...
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Market Insights by James Thorne: THE UNREASONABLE RALLY

In a year marked by fiscal surprises and technological upheaval, America stands at a crossroads. The June 2025 budget surplus has upended the old narratives, ...
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The Illusion of Speed

It has been said that “there are decades where nothing seems to happen, and there are weeks where decades happen.” The sweeping global tariffs, announced ...
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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.