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Summer 2025 Newsletter – The Wagner Investment Management Team

As we reach the midpoint of 2025, it’s a great time to pause, reflect, and refocus your financial strategy. This summer, we explore how to ...
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Four Years In: Reflections from the Wagner Investment Management Team

This month marks four years since the Wagner Investment Management Team joined Wellington-Altus Private Wealth — a milestone that invites reflection on how far we’ve ...
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Last Month in the Markets – May 2025 – Trade Truces, Tariff Turbulence, and Economic Crosswinds

Equity performance during the second month of 2025 was weak. None of the indexes increased, and the NASDAQ lost nearly 4 per cent of its ...
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Planning with Compassion: Financial Considerations Around MAID

Medical Assistance in Dying (MAID) is a legal medical practice where a physician or nurse practitioner provides or administers medication that intentionally ends a patient’s ...
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Last Month in the Markets – April 2025 – Navigating Trade Wars and Economic Shifts

The difficult month for equities began with the announcement of tariffs by President Donald Trump on April 2.  Considering economic theory and history, should the ...
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Last Quarter in the Markets – Tariff Impacts and Market Performance

What happened in the first quarter of 2025? The most influential event affecting markets was the inauguration of President Donald Trump and his introduction of ...
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The information contained herein has been provided for information purposes only.  The information has been drawn from sources believed to be reliable.  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.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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