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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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Navigating the Journey: Seven Investing Pitfalls

While we can learn much about successful investing by studying the best investors, there may be valuable lessons learned by examining our mistakes. The CFA ...
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Market Insights Video by James Thorne: Brace For Blows

As central banks pivot their worries from #inflation to growth, Canadian investors should brace for more punches. However, there is still a glimmer of hope. ...
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Perspectives on Retirement Saving & Spending

According to an article in the popular press, this is what many of us can anticipate in retirement. If you’re retired, perhaps you concur. If ...
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SUMMER BRINGS HOME-BUYING SEASON

As a result of the federal budget increasing the withdrawal amount for the Home Buyer’s Plan (HBP), some clients have asked which plan is better ...
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September Market Insights: Trump’s Trade War

The twilight of the American empire is a complex narrative shaped by historical precedents, economic policies, and an evolving global landscape. As the U.S. navigates ...
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Cultivating Financial Habits From a Young Age

While repeated in jest, this witty remark highlights an important truth: teaching children about financial responsibilities early on can have lasting impacts. Many of us ...
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A BRIEF LOOK AT INDICES

The Dow Jones Industrial Average (DJIA or Dow) is one of the most widely watched stock market indices and the second oldest in the world. ...
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WHAT’S BEHIND OUR INCREASING EXPENDITURES?

With higher inflation, the increasing cost of living has been top of mind for many Canadians. While there has been good news on the inflation ...
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August Market Insights: Trump’s Fiscal Frenzy

“Neither a borrower nor a lender be; For loan oft loses both itself and friend, and borrowing dulls the edge of husbandry.” – William Shakespeare, ...
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Live Long & Prosper: Better Health, Better Wealth

Many of us remember the classic Star Trek mantra 'live long and prosper,’ which may be worth reflection as we enter the leisurely summer months. ...
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Dow at One Million?

When the Dow Jones Industrial Average (Dow) crossed a new high of 40,000 in May, it achieved a milestone that appeared implausible given recent popular ...
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Increasing Capital Gains Inclusion Rate: Planning for the Cottage or Cabin

Welcome to the summer — and the return of cottage and cabin season! While many of us are eager for some rest and relaxation, cottage ...
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NAVIGATING THE DUAL REVOLUTIONS

Mark Twain once delivered a sobering reminder of humanity's tendency to disregard transformative ideas while allowing misconceptions to persist. As we stand on the precipice ...
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INCREASES TO THE CAPITAL GAINS INCLUSION RATE

The proposed* increases to the capital gains inclusion rate have prompted some investors to ask the tax-planning question: To defer, or not to defer?
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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.