Moyle Rowley Wealth Management Group

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

05/01/2026

Ever paid tax on income you never received? Phantom income can result in an unexpected tax bill, without any cash arriving in your account. Our team breaks down what it is, why it happens, and what to do about it: https://ow.ly/5tEk50YTav3

04/24/2026

This month marks our 9-year anniversary! Since 2017, we have reached significant milestones and earned top industry accolades, all driven by our shared desire to do more for our advisors. As a proudly Canadian company, we are grateful for the unwavering support of our clients, advisors, and teams across the country. Cheers to everyone who has been part of our story and to the exciting next chapter in our growth!

04/21/2026

In the face of global economic uncertainty, James Thorne examines North America's pivotal position in the evolving geopolitical landscape and the central role of the U.S. in the global energy sector. Learn how this could impact Canada and what it means for investors in his April : https://ow.ly/SNLk50YNuzU

04/17/2026

By utilizing our scale and independence, we’ve created distinctive investment partnerships with top asset managers that provide our advisors with a competitive edge. Bill Frayer, Investment Partner, Kelso & Company, discusses the unique appeal of Independent Advisor Solutions and its position as a growth driver at Wellington-Altus.

04/14/2026

By prioritizing responsible AI practices and client education, firms can have the benefits of technology while upholding their ethical obligations, maintaining confidentiality and upholding regulatory standards. Learn more about AI integration.

Getting it wrong could draw regulators’ ire, put you at legal risk Practice management tools are increasingly touting improvements with AI-powered functions, so advisors need to arm themselves with the right knowledge and internal controls to use them appropriately, according to a financial planni...

04/10/2026

Yesterday on BNN Bloomberg, James Thorne joined “The Open” to discuss portfolio strategies as the conflict in the middle east enters a sixth week, as well as how to make Canada more attractive to entrepreneurs. Watch his full segment below. https://ow.ly/Qw4i50YH0ur

04/07/2026

Analysts caution that despite emergency reserve releases, sustained geopolitical instability may prevent any immediate relief for Canadians at the pump as summer road trip season nears. Learn more. https://ow.ly/EYHY50YEULu

03/30/2026

Recently on Fox Business, James Thorne discussed trading strategies during geopolitical conflict, advising investors to ignore market noise and prepare for a peace dividend. Watch his full segment below.

Wellington-Altus Private Wealth chief market strategist Jim Thorne outlines his 'buy peace, sell war' strategy, advising investors to ignore market noise and prepare for a peace dividend on 'Making Money.'