Wellington-Altus Private Wealth - Lovis & Partners Private Wealth

https://wellington-altus.ca/march-market-insights-there-is-no-bronze-medal/

March Market Insights: There is no Bronze Medal - Wellington-Altus “There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it. In artificial intelligence, there is no bronze medal. There w...

https://vimeo.com/1143510298/19657b9c08

Market Insights - December 2025 This is "Market Insights - December 2025" by Wellington-Altus on Vimeo, the home for high quality videos and the people who love them.

Another excellent commentary by Dr. James Thorne.....let us know if you interested in seeing him in person as we are arranging a 2026 visit to Thunder Bay....

- BNN Bloomberg James Thorne, chief market strategist at Wellington-Altus Private Wealth, joins BNN Bloomberg to provide a 2025 market roundup and 2026 investment trends.

https://wellington-altus.ca/november-market-insights-wealth-in-a-capex-supercycle/

November Market Insights: Wealth In A Capex Supercycle - Wellington-Altus Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the produ...

What was once contentious is now consensus. James Thorne says we have entered a detox period from high government spending to private sector reliance, but what does this mean for investors? Learn more in his April coming soon.

Market Insights by James Thorne: Quell Your Emotions | Wellington-Altus What was once contentious is now consensus. James Thorne says we have entered a detox period from high government spending to private sector reliance, but what does this mean for investors? Learn more in his April coming soon.

https://wellington-altus.ca/year-end-personal-tax-tips-for-2024/

Year-End Personal Tax Tips for 2024 - Wellington-Altus Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings.

https://financialpost.com/personal-finance/rrsp-contribution-deadline-almost-here-entrepreneurs

The RRSP contribution deadline is almost here and it offers this group a critical opportunity The RRSP deadline is Feb. 29 for small business owners. Read on for how entrepreneurs can make the most of RRSPs, both now and in future.

January Market Insights: Is There Something Rotten In The State Of Canada? - Wellington-Altus In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies that seem at odds with one another, evoking the drama of a Shakespearean play.

We are thrilled to have our new office opened. Still some final touches before I have an open house/grand opening but we think it turned out great. I want to thank Stacey Strey and Andre St Jacques and their incredible team at Open Mind Interiors along with Andy Puiatti from Architect 49 for doing such an excellent job. Thank you. Cathy Tolone art works fits in perfectly. This is the 44th office that Wellington-Altus Private Wealth has opened in Canada. Truly independent advice coupled with experience, innovative financial planning and most of all world class customer service and responsiveness.
Feel free to come by for a visit. Merry Christmas one and all.