Moyle Rowley Wealth Management Group

06/05/2026

Once again, Wellington-Altus Private Wealth ranked as Canada’s top-rated investment dealer in the 2026 Investment Executive Brokerage Report Card. We’re incredibly grateful to our partners for this honour—your trust continues to drive everything we do.

06/01/2026

The American 250th anniversary marks a new declaration. In his June , James Thorne explores America’s rebirth—and why investors are not seeing the last gasp of U.S. exceptionalism: https://ow.ly/HyMm50Z6fqP

America reaches its 250th anniversary not as a fallen hegemon, but as the dominant centre of global hard power, monetary power, and frontier innovation. It still sits astride the world’s resource base through energy, agriculture, and continental depth; it still issues the reserve currency at the c...

05/29/2026

Nearly half of prospective home buyers see recreational properties as a backdoor into the housing market as affordability pressures reshape how Canadians think about building wealth. Learn more about this shift in real estate wealth-building. https://ow.ly/qASp50Z5JER

05/26/2026

Many Canadian couples are prioritizing home equity over traditional wedding celebrations, with most considering monetary contributions for down payments instead of gifts. Here's how this trend reflects growing affordability concerns. https://ow.ly/TARg50Z4eo3

05/22/2026

There’s a shift in the wealth management industry, where advisors are seeking greater flexibility and the freedom to be more entrepreneurial. At Wellington-Altus, we treat our advisors like business owners, giving them the tools and resources to better support their clients. If you’re looking for a change that will elevate your practice, a move to our firm could be the right one for your career. Learn how: https://ow.ly/QL2E50Z38xm

05/20/2026

Most advisors understand the value of "centres of influence." It goes beyond casual networking and focuses on professionalism and clear communication. Here's how advisors can foster trust and encourage consistent referrals from key professionals.

Advisors need a more disciplined approach to professional referrals

05/11/2026

James Thorne recently joined BNN Bloomberg to discuss the markets, including which companies remain well-positioned amid global energy security concerns, AI-related infrastructure demand, and commodity prices. Watch his full segment below.

Jim Thorne, chief market strategist at Wellington-Altus Private Wealth, joins BNN Bloomberg to discuss the markets and earnings season results.

05/05/2026

The struggle for control in the Strait of Hormuz is reshaping global energy dynamics. James Thorne highlights its strategic importance and the implications for oil markets and international relations in National Review: https://ow.ly/YJb950YUZii

05/04/2026

The intergenerational wealth transfer landscape is shifting as fewer Canadians are expecting to inherit wealth. Experts share four new learnings based on estate planning data and three actions advisors can take to support their clients.

Advisors play an important facilitator role with clients and their families

05/01/2026