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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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January Market Insights: 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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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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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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IT’S BACK-TO-SCHOOL TIME…

There are many reasons to consider a Registered Education Savings Plan (RESP) to save for a child’s future education: tax-deferred growth within the plan, earnings ...
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Estate Planning: Worried About Beneficiaries?

Though the pandemic may now feel like a distant memory, it did bring about some positive changes. One notable outcome was that many clients began ...
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Market Insights by James Thorne: Liquidity Matters

What does Dire Straits’ 1985 Live Aid performance of “Money For Nothing” have to do with our current economy? James Thorne highlights how the lyrics ...
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A Primer on Structured Notes

With the return of equity market volatility and the high concentration among a handful of mega-cap names, alongside volatile bond markets as central banks have ...
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Higher Rates for Longer?

It has been termed ‘the great renewal’: A significant number of Canadian mortgages are coming up for renewal. By one account, around 2.2 million mortgages, ...
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U.S. Election Special Market Insights: American System 2.0

As the Roman philosopher and statesman Lucius Annaeus Seneca once said: “Yield not to adversity; trust not to prosperity; keep before your eyes the full ...
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Your Questions Answered

With the (proposed*) increase to the capital gains inclusion rate in 2024, there have been various questions from investors about tax planning. Here are two ...
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November Market Insights: Money For Nothing

There are moments in life that leave a lasting impression. For me, two significant memories from the 1985 Live Aid concert stand out
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My/Our Difference During Uncertain Times

In the current environment of higher valuations, slower growth and increased volatility, there’s been renewed attention to alternative investments. Alternatives are often given focus during ...
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Market Insights Video by James Thorne: Money For Nothing

What does Dire Straits’ 1985 Live Aid performance of “Money For Nothing” have to do with our current economy? James Thorne highlights how the lyrics ...
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Current Events: Four Perspectives on the U.S. Election & Investing

Politics and money are never far apart. Election years frequently bring about questions surrounding changes to public policies, potential regulatory shifts and the ensuing effects ...
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VOLATILITY: A COMMON FEATURE OF THE MARKETS

While many aspects of investing in the equity markets may seem unpredictable, one constant remains: volatility. Just how common are market fluctuations?
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Half Full or Half Empty?

How do you view the glass — half full or half empty? This question aptly captures the dual nature of sentiment today.
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October Market Insights: THE GREAT DELUSION

The Mirage of Recovery: How We're Fooling Ourselves As we emerge from the shadow of COVID-19, a narrative of robust economic recovery has taken hold.
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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.