-Comprehensive Financial Planning
-Corporate Financial Planning
06/14/2026
As high-net-worth women express a strong interest in alternative investments, a lack of advisor engagement on this front presents a significant gap in wealth management. Here's how advisors can take action to address this group's needs. https://ow.ly/Xj1Z50ZbaVj
06/13/2026
A recent study revealed that Canada has emerged as the leading destination for infrastructure investment, surpassing the U.S. as investors seek stability amid political uncertainties. Here's what that shift means for Canada's growth. https://ow.ly/B9PW50ZbaXg
Once again, Wellington-Altus Private Wealth ranked as Canada’s top-rated investment dealer in the 2026 Investment Executive Brokerage Report Card. We’re incredibly grateful to our partners for this honour—your trust continues to drive everything we do.
This conference marks a defining moment in our growth journey—an opportunity to celebrate how far we’ve come and the exciting road ahead.
To open , Shaun Hauser and Charlie Spiring reflect on the pivotal moments and visionary leadership that have shaped Wellington-Altus into what it is today.
05/19/2026
Retirement is not a one-time decision, but an ongoing process. One expert shares why retirement planning should focus on creating a sustainable income system rather than only targeting a specific savings number.
https://ow.ly/yKMr50YRbt5
05/15/2026
While interest in sustainable investing rises, a recent study reveals that many lack the necessary knowledge to navigate the complexities of the energy transition. Here's why financial advisors will play a crucial role in bridging the knowledge gap. https://ow.ly/V8Cz50YRbsR
05/12/2026
Recent frustrations with the CRA highlight the need for financial advisors to act as intermediaries, helping clients navigate inaccuracies and delays in tax processing. Here's how advisors can enhance client trust and satisfaction during tax challenges. https://ow.ly/SlUh50YRbsh
05/08/2026
In its Spring 2026 Investment Directions report, BlackRock underscores the significance of AI-driven growth and energy market disruptions in influencing investment decisions. Learn how the firm is advocating investors balance their portfolios this year. https://ow.ly/yV7b50YRbrI
05/06/2026
Canada's spring housing market is usually the busiest time of the year, but homebuyers have so far been reluctant to jump in. From where the deals are to where prices have dropped the most, here are five key things to know about the current spring market.
From where the deals are to where prices dropped most, 5 key things to know about the spring real estate market Spring Real Estate Survival Guide: Where the hot markets are, where investors are still buying, and other real estate insights
05/02/2026
Goldman Sachs projects that stocks may continue to rise, driven by strong corporate earnings and resilient consumer spending, despite ongoing economic uncertainties. Hear more from their strategists about these projections.
Why Goldman Sachs thinks stocks will rip even higher The bulls could run away with the markets this year, Goldman Sachs says.