Wellington-Altus Private Wealth Ivan Lee

10/19/2026

As retirement approaches, many Canadians are less confident in their financial plans, with a significant number worrying about outliving their savings. One experts shares his recommendations on how to adjust your investment portfolio as you age.

A new survey from BlackRock finds 70 per cent of Gen Z Canadians , aged14 to 29, believe they are on track for retirement, while only 51 per cent of Gen X, aged 46 to 61, share the same confidence.

10/08/2026

Having a spousal RRSP isn't as popular as it once was before pension splitting was introduced in 2007, but it's still a worthy consideration as it comes with unique advantages. Here's how a spousal RRSP can save couples tax.

Having a spousal RRSP isn't as popular as it once was before pension splitting was introduced in 2007, but it's still a worthy consideration.

09/21/2026

We are honoured to be named Best Independent Agent for 2026 by SP Intelligence Canada, our second consecutive year receiving this award. This recognition reflects our growth, adaptability, and contributions to the structured products industry. Thank you to our dedicated teams for their integral role in our continued success.

Learn how you can join our entrepreneurial firm: https://ow.ly/ljGG50ZPMRT

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