Matt Beckett, CFP

How financially prepared are new, expecting Canadian parents? A recent survey shows a divide between those who have started saving for expenses and those who haven’t, revealing where they are feeling the most financial pressure. Learn more. ow.ly/gjXZ50YWNqz

Recent earnings reports from major tech companies reveal strong performances, with Alphabet's Google Cloud revenue surging year-over-year and significantly exceeding expectations. Here's how other tech giant gains are stacking up. #Investing ow.ly/yovj50YWNqr

As Brent trades above US$100, the hidden tax on energy is once again visible. In his May #MarketInsights, James Thorne explains why the U.S.-led operation against Iran could neutralize a nuclear threat, reset oil, and unlock a long-deferred peace dividend: ow.ly/Q9X050YWNpY

This weekend, we celebrate the moms and mother figures who invest their time and wisdom into our lives. Wishing everyone a happy #MothersDay!

Please join us in welcoming Steers Investment Advisory Group in Toronto to the Wellington-Altus Private Wealth family! To get in touch, please call 1.416.987.2504. #Unparalleled

Transferring a 401(k) to an RRSP may seem straightforward, but differences in U.S. withholding taxes and how Canadian taxes are calculated can result in unexpected tax implications. Here's what to know. #TaxPlanning ow.ly/haZ050YNysB

Charitable giving is emerging as a vital planning tool for high-net-worth clients, allowing them to align their financial resources with personal values and maximizing tax efficiency. Here's how advisors can help clients enhance their philanthropic impact. ow.ly/q80550YNyrA

Tax season can push some Canadians deeper into debt as many rely on refunds. A recent study reveals why this is happening, and how to avoid a surprise bill or debt spiral. #TaxPlanning ow.ly/TPAi50YNyq9

As geopolitical tensions rise, Bitcoin has remained relatively stable while traditional markets face significant declines. One expert shares why investors should consider it as a strategic asset amidst ongoing volatility. #DigitalCurrency ow.ly/vFEN50YNypR

The Canadian housing market is facing significant challenges as many homeowners choose to stay put, leading to a supply crunch that is squeezing first-time buyers. Learn more about the mismatch between the current supply and demand. #CanadianRealEstate ow.ly/HqZk50YNypz

As investors push for greater transparency on resource usage by AI data centers from major tech companies, the industry must navigate the balance between technological advancement and sustainable practices. Learn more about hidden water and energy risks. ow.ly/59c950YNyp0

Alter ego trusts serve as a valuable estate planning tool for clients over 65, allowing them to transfer assets without triggering tax consequences while maintaining privacy and control. Experts share when they might be right for your clients. ow.ly/rcCQ50YNyoE

Please join us in welcoming Shaw Sherdahl Wealth Management Group in Saskatoon, SK to the Wellington-Altus Private Wealth family! To get in touch, please call 1.306.808.5230. #Accelerate Welcome Partners!

As holiday bills accumulate, many Canadians may consider dipping into their RRSPs for relief, but this could lead to significant tax consequences and lost growth potential. One expert shares why it's crucial to explore alternative options. #Retirement ow.ly/1M6B50Y454j

Global investors are starting to reposition around AI rather than piling into the same mega‑cap names. According to Reuters, many are starting to look past richly priced tech leaders and hunt for undervalued assets. Learn more about this trend. #Investing ow.ly/W5kH50Y452s

Can we trust what Bay Street and the Bank of Canada are saying? James Thorne recently joined BNN Bloomberg to discuss the outlook for the TSX amid record highs and more. Watch his full segment below. #Investing #MarketInsights ow.ly/hJfm50Y452j

We are proud to announce three significant milestones marking a new chapter in our journey: the successful closure of our private equity partnership with Kelso & Company, reaching $45 billion AUA, and surpassing 1,000 employees! ow.ly/AuJ050Y454Q

“We are in a new world order.” This morning, James Thorne joined BNN Bloomberg to discuss the markets as European shares drop over tensions with Greenland, gold fever in the TSX and more. Watch Below. #MarketInsights ow.ly/lmjc50Y4510

With strong ties to larger economies, James Thorne poses the question, “will Canada drop the performative politics and finally pursue true economic sovereignty?” Learn more in his February #MarketInsights coming soon. #Investing

Numbers may mark our progress, but people shape our future. Since reaching 1,000 employees from coast to coast, we asked our teams what Wellington-Altus means to them in just one word. #Accelerate