Wellington-Altus Private Wealth - Lovis & Partners Private Wealth

10/13/2026

Last Tuesday’s Investment Social was a huge success. We sincerely thank Dr. James Thorne and Kashif Saya for making the trip to Thunder Bay to share their expertise with our clients and friends. It was a beautiful October evening, and Fort William Country Club were spectacular hosts. We look forward to our next event, so stay tuned for any future announcements in the new year!

09/22/2026

ANNOUNCEMENT!!!

✨ A few seats have opened to the public for our Annual Investment Social. This is a lovely evening you won’t want to miss snagging your spot for!

Whether you’ve built a significant nest egg, are preparing for a business sale/purchase, or simply want to better understand today’s investment landscape, this evening is designed to offer valuable perspectives and meaningful conversation.

Hear from industry experts as we explore current market conditions, the evolving impact of AI, cryptocurrency, and how structured notes may fit into a modern investment portfolio.

📅 Tuesday, October 6, 2026
📍 Fort William Country Club | Thunder Bay
🥂 Networking & cocktail hour begins at 5:00 PM
🎤 Presentation begins at 6:30 PM

Space is limited and remaining seats are now available to the public.

Interested in attending? Reach out to us for event details and to reserve your seat. We’d love to have you join us 🙂

03/12/2026

https://wellington-altus.ca/march-market-insights-there-is-no-bronze-medal/

“There’s only two cultures that are going to win in the next year. It’s going to be us or China.” The subtext of Palantir CEO Alex Karp’s widely cited speech from late 2025 sounds like tech‑bro theatre until you reflect on it. In artificial intelligence, there is no bronze medal. There w...

12/22/2025

https://vimeo.com/1143510298/19657b9c08

This is "Market Insights - December 2025" by Wellington-Altus on Vimeo, the home for high quality videos and the people who love them.

12/15/2025

Another excellent commentary by Dr. James Thorne.....let us know if you interested in seeing him in person as we are arranging a 2026 visit to Thunder Bay....

James Thorne, chief market strategist at Wellington-Altus Private Wealth, joins BNN Bloomberg to provide a 2025 market roundup and 2026 investment trends.

11/07/2025

https://wellington-altus.ca/november-market-insights-wealth-in-a-capex-supercycle/

Fuller’s energy-intelligence fusion, McLuhan’s tool-building refrain, and in search of the Holy Grail “Wealth is the product of energy times intelligence: energy turned into artifacts that advantage human life.” – attributed to Buckminster Fuller Download this PDF here. Wealth is the produ...

03/25/2025

What was once contentious is now consensus. James Thorne says we have entered a detox period from high government spending to private sector reliance, but what does this mean for investors? Learn more in his April coming soon.

What was once contentious is now consensus. James Thorne says we have entered a detox period from high government spending to private sector reliance, but what does this mean for investors? Learn more in his April coming soon.

01/24/2025

https://wellington-altus.ca/year-end-personal-tax-tips-for-2024/

Tax planning is a year-round activity, however as 2024 comes to an end, there are several key opportunities to take advantage of available credits, deductions, and savings.

02/26/2024

https://financialpost.com/personal-finance/rrsp-contribution-deadline-almost-here-entrepreneurs

The RRSP deadline is Feb. 29 for small business owners. Read on for how entrepreneurs can make the most of RRSPs, both now and in future.

01/19/2024

In this sequel to Is There Something Rotten in the State of Canada? we delve further into the complex web of monetary and fiscal policies that seem at odds with one another, evoking the drama of a Shakespearean play.