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Wellington-Altus

Making the Most of Canadian Registered Accounts: A Quick Reference Guide

Canadians have access to a plethora of tax-preferred vehicles for saving and investing, each of which provides unique planning opportunities and trade-offs, as well as ...
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The Canada Pension Plan (CPP) – What’s new for 2024?

Most Canadians are familiar with CPP, which provides retirement, disability, survivor, and death benefits for individuals that have been employed in Canada.1 CPP is funded ...
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Foreign Spin-offs

Many Canadian shareholder investors (“investor”) own foreign securities. Occasionally a foreign corporation (“original corporation”) will spin-off a subsidiary or business line to its shareholders, so ...
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No Drama: Plan for a Smooth Family Business Succession

Succession planning is vital to ensuring the orderly transition of a family business from one generation to the next.
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March Market Insights: The Financial Storm Is Coming

It's All About Timing. Navigating macro investing poses the challenge of not only identifying key events but also timing their occurrence. The hardest part is ...
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Wellington-Altus

Investing in a Corporation

For business owners or incorporated practitioners that generate surplus funds not required to meet personal lifestyle needs or the needs of the business or practice, ...
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