NOW Wealth Management Solutions of Wellington-Altus

06/24/2026

Turning 50 prompts a critical evaluation of TFSA and RRSP savings, as Canadians must leverage tax-sheltered accounts wisely to secure their financial future. Here's why a strategic approach can enhance savings and support financial stability.

At 50, using new TFSA and RRSP room wisely can matter more than finding a “perfect” stock.

06/23/2026

The Canada Revenue Agency has updated the Disability Tax Credit (DTC) application form, stating that they will stop accepting forms from before 2023 on September 6, 2026. Here's what that means for applicants.

Forms from before 2023 won't be accepted beginning in September

05/11/2026

For many Canadians, a tax refund is like receiving a bonus. Here's how to make the most of your 2026 tax refund with smart strategies to pay down debt, build savings, and avoid mistakes.

Make the most of your 2026 tax refund with smart strategies to pay down debt and build savings, so every dollar works harder for your financial future.

05/07/2026

Early retirement can bring unforeseen regrets, particularly regarding financial security and healthcare expenses that are often underestimated. Experts outline the top six regrets Canadians have about early retirement and how to avoid these mistakes.

Leaving work before you’re truly ready isn’t just a financial risk — it can reshape your income, your health coverage and your sense of purpose in ways you may not expect

05/05/2026

Recently, 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://ow.ly/iKCZ50YUhms

05/03/2026

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/j10Y50YUhnm

02/18/2026

Canadians are fast approaching tax season. From filing dates, CRA deadlines, tax credits, brackets, and what’s new this year, here's everything you need to know about your 2025 income taxes.

Everything Canadians need to know about 2025 income taxes: filing dates, CRA deadlines, tax credits, brackets, and what’s new this year.

02/17/2026

Effective financial planning is essential for achieving long-term success, but opinions on what that actually means can vary. Our Advanced Wealth Planning Group provides their insights on the true value of financial planning for all: https://ow.ly/jnqU50YaGfQ

02/12/2026

Joining the Schwab Network, James Thorne highlights why software stocks may ultimately outperform but could face short-term headwinds, along with his views on gold, silver, and cryptocurrency. Watch his full segment below. https://ow.ly/s2nb50YaGfI

02/11/2026

The Canada Revenue Agency recently released their tips to help taxpayers prepare for the upcoming tax-filing season. Here's what's new for your 2025 tax returns and what you need prepared for a smooth filing experience.

CRA provides tips ahead of its busiest time for contact centres To help taxpayers prepare for the upcoming tax-filing season, the Canada Revenue Agency (CRA) offered tips in a release on Tuesday, and also highlighted new items on the 2025 income tax and benefit return as well as available digital se...