Wellington-Altus Newsroom

Keep up-to-date with our current happenings

Ana Delgado

On November 3, 2022, the Department of Finance released updated draft legislative proposals outlining the First Home Savings Account (“FHSA”).

Ana Delgado

Trusts with a December 31 year end will be required to comply with the new reporting requirements beginning with their 2023 T3 Return.

Ana Delgado

Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2022 year on or before January 30, 2023.

Ana Delgado

Today, Wellington-Altus is proud to announce that Dennis Stewner will join the firm as Executive Vice-President, Chief Operating Officer, and Chief Financial Officer, subject to all regulatory approvals. Trevor Coates will continue to act in his executive role, on an interim basis, to support the transition over the coming months.

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Patience is a form of wisdom Download this PDF here. “All models are wrong. Some models are useful.” — George E. P. …

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Gridlock is good for reducing inflation Download this PDF here. “Permanent high inflation is everywhere and always a fiscal phenomenon” – Thomas …

Ana Delgado

When it comes to philanthropy, Canadians today are more intentional, want to see the impact of their gift, and are giving more. With intentional philanthropy, clients should address the following questions...

Ana Delgado

The government is confident that the Canadian economy will withstand the global economic slowdown that is anticipated by many. While Canada’s unemployment rate is at multi-decade lows, and its economic growth has outperformed its G7 peers’ year to date, admittedly its strong recovery post-Covid 19 is slowing down.

Ana Delgado

Canadian residents who routinely fly south to escape the cold winters at home may not be aware that they could face U.S. tax consequences. This article looks at how spending extended periods in the U.S. can subject Canadians who are not otherwise U.S. taxpayers

Ana Delgado

Many individuals approaching retirement wonder if there is an optimal age to begin taking their Canada Pension Plan retirement pension benefits (CPP).

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Passing the Peak Sagitta of the Inflation and Rate Expectation Arcs in 2022 Download this PDF here. “Let us do something while …

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WINNIPEG, TORONTO and MONTREAL, September 6, 2022 – Wellington-Altus Financial (Wellington-Altus) reinforces Quebec expansion with state-of-the-art branch opening in Montreal’s downtown core. “Quebec is an …

Ana Delgado

A Registered Education Savings Plan (RESP) is a Canadian registered investment account that promotes saving to support a beneficiary’s post-secondary education. Anyone – parents, family and friends – can open a RESP as a “subscriber” for the benefit of a child.

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Rebirth or a Financial Crisis Download this PDF here. “To be or not to be, that is the question. Whether ‘tis nobler …

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We take pride in our firm’s independent model, and so do our advisors. Learn more about how they benefit from having the …

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This is Not Coin-Flip Policymaking Download this article as a PDF. “Every theory is a self-fulfilling prophecy that orders experience into the …

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Just Follow the Path of the Credit Markets Download this article as a PDF. “Always make the audience suffer as much as …

Daniel

CapIntel’s partnership with Wellington-Altus reflects the wealth management industry’s growing adoption of technology platforms that support advisors in delivering better outcomes for …

Daniel

WINNIPEG, MB, TORONTO, and MONTREAL, May 16, 2022 /CNW/ — Wellington-Altus Financial Inc. announced today that its private wealth division, Wellington-Altus Private …

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The Danger of Bowing to Political Pressure Download this article as a PDF. “You are what your record says you are.” — …

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This month marks the fifth anniversary of Wellington-Altus, and we have lots to celebrate! On behalf of our Founders and Executive team, thank …