Trump, Gridlock And What It Means For Investors In 2023

Donating Shares:
A Tax-Efficient Form of Philanthropy

Highlights from the 2022 Federal Fall Economic Statement

Canadian Snowbirds and U.S. Taxes: Avoiding Turbulence

Wellington-Altus Leverages Conquest Planning’s Next Evolution of Wealth Planning Software to Elevate the Advisor and Client Experience

Earlier or Later? Deciding When to Start Canada Pension Plan Retirement Benefits

October Market Insights: Is The Fed Repeating The Mistake Of 1937?

September Market Insights: Waiting for Godot

Wellington-Altus Expands Footprint in Quebec 

Maximizing Your RESP: Withdraw Wisely

August Market Insights: The Global Economy has its Hamlet Moment

Our Firm’s Independence

July Market Insights: The Fed & Its Use of Economic Coercion

June Market Insights: The Fed, From Tragedy to Rebirth?

Wellington-Altus Partners with CapIntel to Put More Innovation in Advisors’ Hands

Wellington-Altus Again Ranked #1 Investment Advisory Firm in Canada

May Market Insights: A Secret War to Control the Fed?

Celebrating Five Incredible Years!

Economic and Tax Highlights from the 2022 Federal Budget

April Market Insights: Detonating a Tactical Financial Nuclear Weapon

Wellington-Altus Elevates Shaun Hauser to CEO and Jordy Chilcott to President in Strategic Leadership Moves

March Market Insights: Peak Inflation, Saved by Inertia?

February Market Insights: Is the Federal Reserve Losing its Independence?

January Market Insights: The Year of the Fed

Wellington-Altus Forges Strategic Partnership with Envestnet to Empower Advisors with Industry-Leading Solutions

December Market Insights by James Thorne: The Law of the Hammer

Retirement Planning Tips

Wellington-Altus Attracts Up to $85 Million in Minority Partner Capital to Fuel Future Growth

November Market Insights by James Thorne: Economic Squid Games

Wellington-Altus Advisors Among Canada’s Best in New Top Wealth Advisor Ranking

October Market Insights by James Thorne: Stagflation

Wellington-Altus Announces Expansion of National Footprint to Quebec

September Market Insights by James Thorne: Covid’s Lasting Economic Scar

August Market Insights by James Thorne: The Case for Deflation

July Market Insights by James Thorne: Meme Stocks and Millennials

June Market Insights by James Thorne

Wellington-Altus Welcomes Industry Veteran Gary Mayzes to Leadership Team

Wellington-Altus Again Ranked Best Investment Advisory Firm in Canada

Wellington-Altus Named One of Canada’s Best Managed Companies

May Market Insights by James Thorne

Federal Budget Commentary

Wellington-Altus Welcomes Paula Kaner as Executive Vice-President & Chief Risk Officer

April Market Insights by James Thorne

2021 Tax Planning Cards

COVID-19 Benefits: Are They Taxable Income Receipts?

WFH and COVID-19: Deducting Home Office Expenses as an Employee

March Market Insights by James Thorne

Wellington-Altus Holdings Inc. Strengthens Board of Directors with Appointment of David Feather

Understanding RRSP Contributions, Deductions and Over-Contributions

February Market Insights by James Thorne

January Market Insights by James Thorne

Wellington-Altus Welcomes Industry Leader Jordy Chilcott to Head Wealth Strategy and Enablement

Financial Literacy Month – Top Books From the Pros

Financial Literacy Month – Tips From the Pros

‘People are not appreciating how disenfranchised many advisors are’

Financial Literacy Month 2020

Which Work From Home (WFH) expenses can be deducted due to COVID-19?

November Market Insights by James Thorne

Estate Planning Questions to Discuss

Income Tax Planning Questions to Consider

Retirement Planning Tips

Building Something Special

Growing Wellington-Altus tops investment advisory rankings

Wellington-Altus rated best investment advisory firm in Canada

Investment dealers’ recruitment efforts go virtual

Football Star Finds a Home in the Investment Industry

INFOR Financial and Wellington-Altus Announce Strategic Arrangement

Infor strikes cost-saving partnership with Wellington-Altus

Top 50 Advisors 2020

Wellington-Altus attracts $2 billion more in advisor assets

Recent Developments May Usher New Era of Advisor Independence