Wellington-Altus Private Wealth Ivan Lee

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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03/30/2026

A new survey reveals that young investors are seeking more holistic financial advice that extends beyond traditional investment management. With a desire for trust and multi-channel communication, here's what they expect from their advisors.

Study of affluent Gen Z and Millennial investors finds an appetite for advice, so long as it goes past investment management

03/24/2026

Canadians are expressing a strong desire to age in place, yet many are not adequately planning for the necessary adjustments to their living situations. Here's how financial advisors can start these conversations to support their client's retirement plans.

Place planning is emerging as a critical dimension of longevity-ready advice

03/09/2026

As Canadians face longer life expectancies, retirement planning must account for rising healthcare and long-term care costs, which can significantly impact financial security. Experts highlight the new standard for wealth resilience in retirement.

Health risks now define wealth risks for Canadian retirees

02/23/2026

High-net-worth insurance is essential for affluent individuals seeking to protect their wealth, ensuring a smooth transfer of assets to future generations. Here's how to help clients manage risks, optimize tax implications, and support philanthropic goals.

Find out how high-net-worth insurance can protect affluent clients, optimize tax, and support long-term family wealth.

01/27/2026

Estate planning for blended families requires careful consideration to prevent disputes and ensure each member is protected. One expert outlines four key strategies to avoid complications and protect loved ones in these unique dynamics.

4 strategies to prevent disputes and protect loved ones

01/21/2026

As the prevalence of dementia increases among aging clients, financial advisors should prioritize early intervention strategies, including regular communication and thorough documentation of any cognitive decline. Experts share more on their approaches.

Take notes, pay attention to details and help the client set up affairs

12/22/2025

The recent uptick in RRSP contributions among Canadians highlights a renewed focus on retirement planning. With tax benefits and strategic investment options, experts share why maximizing RRSP contributions is essential for building a robust nest egg.

Treat your RRSP contributions like a baseline habit