Derrick Anderson is a Certified Financial Planner with Wellington-Altus Private Wealth. Derrick is highly dedicated to his clients and passionate about helping
When considering putting an inheritance into a joint account, it's essential to understand the tax implications and attribution rules that apply. Here's what to know. #TaxPlanning https://t.co/sqldMxqfEM
We take great pride in being a Canadian company, supported by dedicated advisors and staff who serve remarkable clients from coast to coast. That’s something to celebrate. We wish everyone a happy #CanadaDay!
We take great pride in being a Canadian company, supported by dedicated advisors and staff who serve remarkable clients from coast to coast. That’s something to celebrate. We wish everyone a happy #CanadaDay!
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. #Unparalleled
Yesterday, the 2026 Spring Economic Update was released, providing updated fiscal projections rather than major policy shifts. Our team breaks down the key highlights and their impact: https://t.co/PTR5Vbi5WG #EconomicUpdate2026
The New Great Game is taking shape—a U.S.-China rivalry over energy, AI infrastructure, and the dollar. In his April #MarketInsights, James Thorne weighs in on Bretton Woods 2.0, King Dollar, and what it means for investors: https://t.co/xmqbYxTpzc #Investing
Protecting your financial future in the digital age calls for heightened awareness and a proactive approach to online safety. Our team shares practical tips and guidance to help safeguard your online activity: https://t.co/tTR3uJoSL5 #DigitalSecurity
The U.S.-Iran war has roiled commodity and stock markets while stoking inflationary fears, but experts caution investors against emotionally driven changes to their portfolio.
https://t.co/rhFCCQ6IbJ
The Trump Doctrine envisions a sovereign, American-led Western Hemisphere. But where does that leave Canada—and how do we secure our own economic sovereignty? James Thorne shares his thoughts in his February #MarketInsights: https://t.co/t5NDUkqU9k
Lean into the new cycle and ignore the noise. As we approach 2026, James Thorne shares his insights for the new year with investors, highlighting the significant changes happening in the U.S. Read more of his #MarketInsights: https://t.co/JecABvQDdo #Investing
The Disability Tax Credit (DTC) is a non-refundable tax credit designed to support Canadians living with severe and prolonged impairments. Our team breaks down key points in the process to support with an efficient application: https://t.co/Bz1hBEHhF7 #TaxPlanning
What will define 2026? In his December #MarketInsights, James Thorne examines the resilience of “King Dollar” in a year that will be defined by structural renewal, disciplined markets, and an unfolding capital expenditures supercycle. https://t.co/YdNZapZLFx #Investing
The Disability Tax Credit (DTC) can provide some relief to Canadians living with disabilities by opening doors to vital supports and broader services that promote financial security and well-being. Our team breaks down who qualifies and how it can help: https://t.co/p7Ukc5ayja
On #RemembranceDay, we will honour the bravery and sacrifices of those who fought for our freedoms and those who continue to serve today. #LestWeForget.
How will #Budget2025 impact Canadians? With the introduction of several new tax measures, our team breaks down the highlights for advisors and clients: https://t.co/ItJnJlIV5U