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The Value of an Investment Plan

It’s worth a reminder: your investment plan has been put in place to help manage risks and work towards your long-term financial goals despite the ...
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The Evolving Trade War: Is a Recession Looming?

When the U.S. launched a trade war in January, many were quick to warn of a possible recession. With Canada’s economy already growing at a ...
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Market Insights with Tyler and Dave: Market Volatility, Trump, and Trading Opportunities

Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. ...
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Investing Resolutions

If you are looking for a financial resolution to start the year, why not make estate planning a priority?
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Buffettology

Warren Buffett, known as the “Oracle of Omaha,” is one of the most iconic investors of our time, and, arguably, the most successful investor alive ...
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Market Insights by James Thorne: From Trump’s Demands to Canada’s Destiny

Bismarck’s 19th-century declaration about the changing realities of geopolitics resonates today as the global economic order undergoes seismic shifts. For decades, Canada and the U.S. ...
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Safeguard Your Finances Against Fraud

As we enter a new year, why not resolve to better protect your financial security? Financial fraud continues to be on the rise and scams ...
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PORTFOLIO MANAGEMENT

Rebalancing a portfolio involves adjusting the allocation of assets to bring it back in line with your original investment strategy, ensuring it remains consistent with ...
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Market Insights by James Thorne: From Extremes To Centre

In today’s politically charged atmosphere, it can feel as though standing for anything less than radical extremes invites scorn.
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Federal Government Defers Capital Gains Inclusion Rate Increase to 2026

The Minister of Finance and Intergovernmental Affairs, Dominic LeBlanc, announced that the federal government will postpone the implementation of the proposed increase to the capital ...
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Back to the Future?

As an investor, wouldn’t it be great to travel back in time 30 years to alter the course of the future? Knowing what you know ...
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DEBUNKING THE MYTHS

Following the notable gains in both Canadian and U.S. equity markets in 2024, some investors may feel hesitant about the prospect of continuing to put ...
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Biggest Economic Shift in 50 Years Dr. James Thorne’s Bold Predictions for 2025 | Smoking Bulls Podcast

In this compelling episode of Smoking Bulls, we dive deep into the unprecedented economic and political pivots reshaping the global landscape with Dr. Jim Thorne, ...
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Market Insights by James Thorne: The Globalization Myth in Canada

Are serious structural adjustments needed in Canada? With an upcoming election and changes in U.S. leadership, James Thorne says investors must be prepared for big ...
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A New Year Check-In

As we enter a new year, if your or a family member’s health status has recently changed, it may be an opportune time to explore ...
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SEEKING INCOME-SPLITTING OPPORTUNITIES?

It’s RRSP season once again! Over the decades, the federal government has eliminated many income-splitting opportunities available to taxpayers. However, if you have a spouse/common-law ...
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Prorogation Purgatory: What Parliament’s Shutdown Means for Proposed Tax Changes

On January 6, 2025, Prime Minister Justin Trudeau resigned, effective upon selection of a new leader of the Liberal Party of Canada, and requested that ...
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Market Insights by James Thorne: The Digital Gold Rush

In our fast-paced world, we often overlook the long arc of evolution. With a new administration set to take control in Washington, it’s timely to ...
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NEED IDEAS ON WHERE TO START?

The beginning of a new year is an opportune time to revisit certain aspects of your wealth management. If you don’t know where to start, ...
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Canoe Defensive Questions with Nicolas Papageorgiou | Smoking Bulls Podcast

Learn the secrets to mitigating investment risks while staying fully invested in the market!
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SURPRISING TFSA STATISTICS

There are few “gifts” that the government gives us, and the Tax-Free Savings Account (TFSA) is one of them. The opportunity to invest and grow ...
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2024 Fall Economic Statement

2024 Fall Economic Statement

Download this article as a PDF. On December 16, 2024, amid a tumultuous day at Parliament Hill, the Federal Government released its heavily delayed 2024 ...
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FINAL MONTH OF THE YEAR

The final months of the calendar year are a time when tax strategies are often top of mind. As a reminder, the tax rules allow ...
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MARKET INSIGHTS By JAMES THORNE: THE BEST OF TIMES, THE WORST OF TIMES: A Year in Review

As we reflect on the market journey from late 2023 to the present and look ahead to 2025, the resilience and dynamism of the global ...
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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.