Wellington-Altus Private Wealth Ivan Lee

08/25/2026

What happens when one partner crosses the retirement finish line before the other? Here's how to manage taxes, RRSPs and household finances when one spouse retires while the other is still working in Canada. https://ow.ly/xeuW50ZFi0z

08/17/2026

What should you do if you overcontribute to your TFSA? With the CRA is cracking down on overcontributions to accounts, one expert outlines how the penalties work, how to correct mistakes, and when you can request tax relief.

The CRA is cracking down on TFSA overcontributions. Learn how penalties work, how to correct mistakes, and when you can request tax relief.

08/10/2026

Canadians could be paying unnecessary tax by holding their savings outside a TFSA. Experts outline why understanding the tax rules of different savings accounts is essential for effective financial planning and optimizing tax outcomes.

A TFSA and a regular savings account can offer the same interest rate, but taxes can significantly reduce what you actually keep. Here's why the account type matters

07/31/2026

Whether you're exploring the great outdoors or enjoying quality time at home, we wish everyone an long weekend!

07/27/2026

A new survey found nearly half of Canadians are keeping money on the sidelines that they could be put to work by investing. Experts break down the stats and what they mean for Canadian savers and investors.

One in four savers has parked $25,000 or more instead of investing it

07/21/2026

Many adult children are unprepared for the complexities of caring for aging parents, facing emotional and logistical challenges that can strain family dynamics. Here's why proactive planning and open communication are essential, and how advisors can help.

Advisors can help by coordinating caregiving, retirement, estate, insurance and cash flow plans

06/17/2026

The estate readiness crisis is becoming increasingly evident, with many families grappling with unexpected conflicts and undisclosed information after a loved one’s death. Here's why facilitating transparent estate planning is crucial for wealth managers.

If your growth strategy depends on multigenerational wealth, your book of business is on shaky ground

06/15/2026

A tentative peace agreement between the U.S. and Iran aims to ease tensions in the region, with plans to reopen the critical Strait of Hormuz for global shipping. Here's how the news is impacting markets and oil prices.

Investors reposition after signals of easing regional disruption

05/11/2026

People living with disabilities can face extra financial pressures in their day to day lives. Here's how disabled Canadians can navigate tax season, including credits, deductions, and programs that can help offset the higher costs of living.

How Canadians with disabilities can navigate tax season, including credits, deductions, and programs that can help offset higher costs of living.

04/28/2026

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/Z3cS50YRacQ