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Financial Literacy Month – Top Books From the Pros

As Financial Literacy Month 2020 comes to a close, our Investment Advisors and Advanced Wealth Planning Group shared their favourite personal finance books.

Here are the Top 5:
1. ‘The Wealthy Barber’ by David Chilton
2. ‘Millionaire Next Door’ by Thomas J. Stanley
3. ‘What Would the Rockefellers Do?’ By Garrett B. Gunderson
4. ‘The Richest Man in Babylon’ by George S. Clason
5. ‘Rich is a State of Mind. Building Wealth and Happiness – A Blueprint’ by Robert M. Gignac

Find an advisor at https://bit.ly/34O0Pok.

The information contained herein has been provided for information purposes only.  The information does not provide financial, legal, tax or investment advice.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 

© 2020, Wellington-Altus Private Wealth Inc.  ALL RIGHTS RESERVED.  NO USE OR REPRODUCTION WITHOUT PERMISSION.

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2024 Federal Budget

Highlights from the 2024 Federal Budget

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2024 Tax Resources

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The information contained herein has been provided for information purposes only. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth Inc. (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII), Wellington-Altus Group Solutions Inc. (WAGS), and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein.

©2024, Wellington-Altus Private Wealth Inc., Wellington-Altus Private Counsel Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus USA. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION. www.wellington-altus.ca

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