Wellington-Altus Private Wealth Ivan Lee

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.
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