Omar Duric, Portfolio Manager, Oram Financial, Wellington-Altus Private Wealth They perform our back-office services with the security of a Schedule 1 bank.
Founded in 2011, Shipton Duric and Associates has grown to specialize in developing vigorous risk management through sound asset allocation, with tactical rebalancing based on data-driven events. Our approach leads to peace of mind, restful nights, and deeper relationship with what matters most to you. Through years of experience, we have elevated our customer service and relationships, putting yo
11/27/2025
Understanding the Disability Tax Credit
With over 8 million Canadians living with a disability,1 chances are you or someone close to you is navigating its daily impacts. The Disability Tax Credit (DTC) can open doors to vital supports and broader services that promote financial security and well-being. Here’s a look at who qualifies and how it helps.
11/13/2025
Highlights from the Federal Budget 2025
On November 4, 2025, Finance Minister and National Revenue Minister François-Philippe Champagne tabled the much-anticipated 2025 Federal Budget (Budget 2025). With no spring budget earlier this year, Canadians have been eager for insights into the government’s fiscal priorities and economic direction. Our Advanced Wealth Planning Group has summarized the key highlights and implications from this release.
11/04/2025
Start the Conversation: Wealth and Estate Planning for Digital Assets
When people think about their wealth, they often picture traditional asset classes such as cash, stocks, bonds, real estate, or perhaps more unique holdings like art or coin collections. Historically, these assets have formed the foundation of most families’ wealth, however, in today’s digital world, another category of assets has quickly been growing in importance: digital assets.
09/29/2025
We are proud to be recognized for the third consecutive year as a Top Growing Company by The Globe and Mail’s Report on Business! Our success and growth are a result of the hard work and dedication from everyone at Wellington-Altus.
09/04/2025
It’s back to school season! If you have a family member attending post-secondary education, it’s time to consider how to utilize their RESP. Judith Charbonneau Kaplan offers her insights on maximizing value and minimizing tax to best support your young scholar.
Advanced Wealth Planning Group: Maximizing Your RESP | Wellington-Altus It’s back to school season! If you have a family member attending post-secondary education, it’s time to consider how to utilize their RESP. Judith Charbonneau Kaplan offers her insights on maximizing value and minimizing tax to best support your young scholar. Learn ...
07/10/2025
Canada Disability Benefit - Launched in June 2025, the Canada Disability Benefit (CDB) is a new federal program providing monthly financial support to working-age Canadians living with disabilities.
06/09/2025
Wellington-Altus named top-rated investment dealer in Canada.
We are excited to announce that for the sixth consecutive year, Wellington-Altus Private Wealth is the top-rated investment dealer in Canada in the 2025 Investment Executive Brokerage Report Card
01/31/2025
Federal Government Defers Capital Gains Inclusion Rate Increase to 2026
01/28/2025
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