Newswire

Invest Wisely – September 2020

Welcome to this month’s Invest Wisely. This issue we spend a bit of time on estate planning including the importance of reviewing your will and undertaking some advanced wealth planning involving the use of insurance and other strategies as we head into the remainder of 2020. Specifically, we take a look at

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Invest Wisely – August 2020

Welcome to this month’s Invest Wisely. This issue we focus on some ideas on how to deal with the disruption to our lives caused by the ongoing pandemic. One such way is to become what Nassim Nicholas Taleb calls Antifragile. This means getting a grasp of the present, mapping out

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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. Wellington-Altus Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. All trademarks are the property of their respective owners.