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Wellington-Altus
@wellingtonaltus
Canada’s top-rated investment dealer in the Investment Executive 2026 Brokerage Report Card.
114 Following    4.1K Followers
Why Wellington-Altus? Let @RobTetrault tell you why he moved his team of 14 to Canada’s *top-rated investment dealer: @WealthProCA *Investment Executive 2026 Brokerage Report Card.
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Please join us in welcoming Coastal Beacon Private Wealth in Sechelt, BC to the Wellington-Altus Private Wealth family! To get in touch, please call 1.778.382.7908. #Unparalleled#
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Kevin Knopp, our Senior VP of Practice Management, spoke with @globeandmail about CRM3 reporting and how transparency is good news for advisors and their clients. @GlobeAdvisor
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Today, on @BNNBloomberg, @MPelletierCIO spoke with @LindsBiscaia about the recent #NVIDIA# news and how the #tech# markets are responding to the #AI# boom.
My @BNNBloomberg today on $NVDA and opportunities in this market including some of the positions we own for clients $STN $WSP $PAVE $BIP and $XUT
With 50 years of combined experience, we're thrilled to have Derek Rennie and Neela White join our growing team!
Please join us in welcoming Blue Wing Advisory Group in Toronto to the Wellington-Altus Private Wealth family! To get in touch, please call 1 416.850.4688. #Accelerate#
As a bullish market continues, @MPelletierCIO of @TWC_TriVest advises readers on how to avoid the #FOMO# and why a little patience could be the best way to protect your portfolio.
“If you wait at a bus stop long enough, you’re guaranteed to catch a bus, but if you run from bus stop to bus stop, you may never catch a bus.” - Howard Marks @hmarksofficial I really like the analogy because successful investing is often less about knowing precisely what will happen next than about having the patience not to run toward whatever happens to be working at the time. There will always be another hot sector, another compelling narrative and another reason why this time you simply have to own it. The difficult part is knowing when you don’t.
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@Mailiwong discusses #AI#, historical market trends, and #Budget2026# live in the studio with @BNNBloomberg. Watch now:
#Budget2026#! Our VP, Advanced Wealth Planning Strategy & Service, Judith Charbonneau Kaplan, shares her take with @WealthProCA on what advisors and clients should be paying attention to in the 2026 Federal Budget. Read now:
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Budget 2026 is here! From a new $15M capital gains exemption to an RRSP for life that isn't quite what it seems, our Advanced Wealth Planning Group breaks down what you need to know: #Budget2026#
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The falling #AI# sentiment in markets isn't fazing @DrJStrategy. Read more in the latest from @radhika_anilk at @Benzinga:
Is there a disconnect between Main Street and #WallStreet#? @MPelletierCIO, shares this take with the @financialpost.
I did this two days ago on that one-day dead cat bounce: Market risks remain despite Republican rout.
"Cheap oil is dead," says @DrJStrategy on the latest episode of @realCTZN to discuss the #economic# landscape in Canada, the U.S., and the world.
Canada is losing ground economically. The global order is shifting and Ottawa seems to be operating as though nothing has fundamentally changed. I sat down with @DrJStrategy, PhD economist and Chief Market Strategist at @WellingtonAltus, to unpack some uncomfortable realities: Canada's GDP per capita has fallen. Business investment per worker is going in the wrong direction. The productivity gap with the United States is widening. And the Pax Americana that Canada has relied on since 1945 may be coming to an end. Ep. Drops tonight - watch here
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Budget 2026 is here! From a new $15M capital gains exemption to an RRSP for life that isn't quite what it seems, our Advanced Wealth Planning Group breaks down what you need to know: #Budget2026#
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As we continue to grow and strengthen our technology capabilities, we are pleased to welcome George Eichholzer as our new Chief Technology Officer! With over 30 years of tech-focused leadership experience across financial services and high-growth companies, he will help guide the next phase of our firm’s technology journey with his expertise and innovative vision. Welcome, George! #Unparalleled#
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New month, new first! @DrJStrategy makes his debut on the Ticker Take podcast with @JonErlichman and @CarolineLesley next week.
With the U.S. #midterm# elections taking place today, @DrJStrategy shared his outlook on the potential results; his take: "the republicans are going to outperform in this election cycle." Watch the @BNNBloomberg segment (3:00 - 11:16) and share your take below:
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After the Midterms: The Scarcity Trade Is Over Markets are still priced for scarcity and endless disruption—higher rates, $200 oil, and geopolitical disorder that never ends. After the midterms, that narrative breaks. Political incentives shift from demonstrating chaos to delivering results ahead of 2028. Expensive energy, unaffordable housing, and punishing financing costs are electoral liabilities, not assets. Stabilization, investment, and lower inflation become the priority. The call is straightforward: the U.S. Treasury curve steepens toward a 100-basis-point 2s10s spread, with the 10-year falling near 4% and the two-year toward 3%. Oil sells off. Productivity-led growth takes hold as the economy escapes secular stagnation on the model of the post-World War II expansion. Simultaneously, a crypto supercycle emerges, comparable in scale to the commodity boom that followed China’s WTO entry. These are not separate bets. They share a common foundation: abundance—more productive capacity, cheaper intelligence, and financial infrastructure that mobilizes capital more efficiently. Wall Street is still underwriting persistent scarcity. The opportunity lies in its erosion. Intelligence has infinite demand; the constraint is no longer technology or capital, but the outdated frameworks pricing the old world.
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Forward to community
Please join us in welcoming Blue Wing Advisory Group in Toronto to the Wellington-Altus Private Wealth family! To get in touch, please call 1 416.850.4688. #Accelerate#
Are we early with #AI#, #bitcoin#, and #crypto#? @DrJStrategy thinks we are. Listen to what he had to say with @paulbarron on @paulbarrontv:
“Are monetary and financial conditions really as tight as many investors think?” Following the recent interest rate decisions in Canada and the U.S., @MPelletierCIO of @TWC_TriVest considers the true state of Canada’s economy. @financialpost
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My @financialpost thoughts on last week's Bank of Canada and FOMC rate decisions, why it matters heading into the rest of the year, and implications for investors.
My response to the Central Bankers Policy mistakes. 👇