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Wellington-Altus

Tax-Free First Home Savings Account

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

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Wellington-Altus

Understanding the New Reporting Requirements for Trusts

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

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Wellington-Altus

Deadline Reminder: 2022 Prescribed Rate
Loan Interest Payment

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.

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Wellington-Altus

Wellington-Altus Welcomes Dennis Stewner to Leadership Team

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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The 2023 Market Forecast – The Pause that Refreshes

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

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Trump, Gridlock And What It Means For Investors In 2023

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

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