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Tower Wealth Advisory We provide comprehensive wealth advisory solutions for affluent professionals & corporations.

Balancing long-term growth with evolving monetary policies is critical to building lasting economic strength. In the lat...
10/14/2026

Balancing long-term growth with evolving monetary policies is critical to building lasting economic strength. In the latest October Market Insights, "Warsh Fails The Test," Chief Market Strategist Dr. James Thorne breaks down how central bank decisions are challenging key transformations across the U.S. financial landscape.

As central banks navigate shifting market signals, investors must evaluate a pivotal question: will policy foster productive expansion, or will restrictive measures slow vital capital formation? Dr. James Thorne highlights a Hamiltonian growth strategy centered on running the economy hot to fund generational investments in artificial intelligence, domestic energy production, and advanced manufacturing—arguing that treating foundational infrastructure spending as short-term inflation is a costly policy misstep.

Staying ahead of supply-side disruptions and central bank cycles is essential to shielding portfolios and seizing long-term market opportunities. Visit our newsroom to read the full analysis and discover actionable strategies for your investment portfolio.

Read the full article in our newsroom here:
👉 https://ow.ly/Yu7S50ZWVAe

Navigating the shifts in the financial landscape requires looking beyond short-term market noise. In our latest Septembe...
10/07/2026

Navigating the shifts in the financial landscape requires looking beyond short-term market noise. In our latest September Market Insights video, "Lose the Battle, Win the War," Chief Market Strategist James Thorne takes a critical look at current economic pressures and central bank policies.

When examining the impact of aggressive monetary decisions, the central question remains: "Who gets hurt? Main Street." James Thorne analyzes the U.S. Federal Reserve’s interest rate hikes, examining recent economic shocks, historical parallels, and potential alternative paths forward for the market.

Understanding these broader macroeconomic trends is essential for protecting and growing your wealth over the long haul. Check out the full article and video insights in our newsroom to see how these market dynamics could impact your investment strategy.

Read the full article in our newsroom here:
👉 https://ow.ly/Kb4y50ZV3w2

Planning for your child’s post-secondary education is one of the most impactful financial steps you can take. A Canadian...
09/30/2026

Planning for your child’s post-secondary education is one of the most impactful financial steps you can take. A Canadian Registered Education Savings Plan (RESP) is a tax-deferred investment account designed to help family members and guardians save for a child's higher education. While building up savings through government grants and tax-sheltered compound growth is a great start, having a clear withdrawal strategy is key to getting the absolute most out of your funds.

When it comes time for post-secondary studies, understanding how withdrawals are categorized makes a major difference in your tax savings. Distinguishing between Post-Secondary Education (PSE) payments—which come from your original, non-taxable contributions—and Education Assistance Payments (EAPs)—which comprise government grants and investment earnings—allows you to structure withdrawals strategically. Balancing these two payment types helps minimize the overall tax impact on the student, who is typically in a much lower tax bracket.

Smart timing and intentional planning can prevent unexpected tax liabilities and ensure your savings go directly toward tuition, housing, and school supplies. Check out the full article in our newsroom to discover actionable tips on optimizing your RESP strategy from start to finish.

Read the full article in our newsroom here:
👉 https://ow.ly/I7iz50ZSn0k

Celebrating our fourth year as one of Canada's Top Growing CompaniesWe are excited to announce that for the fourth year ...
09/25/2026

Celebrating our fourth year as one of Canada's Top Growing Companies
We are excited to announce that for the fourth year in a row, we have been ranked as one of Canada’s Top Growing Companies in the Report on Business by The Globe and Mail! This continued recognition reflects our team's entrepreneurial spirit, commitment to excellence, and showcases our industry growth.



Report on Business:
https://ow.ly/H2Au50ZRyiN

📝 Many teenagers working part-time jobs completely skip filing a tax return if they earn below the basic personal amount...
09/23/2026

📝 Many teenagers working part-time jobs completely skip filing a tax return if they earn below the basic personal amount ($16,452 in 2026). However, missing this step means missing out on powerful wealth-building opportunities.

Even with zero tax liability, filing a return is crucial for establishing RRSP contribution room, triggering government benefits, and building long-term financial literacy.

In our latest article, "A Case Study: Why Help a (Grand)Child File a Tax Return," we break down a real-world scenario showing how a simple tax return lays the foundation for your family's future wealth.

Read the full case study in our newsroom today!
🔗 https://ow.ly/8cv150ZkOH1

Wellington-Altus has been named Best Independent Agent 2026 by SP Intelligence Canada!We are honoured to be named Best I...
09/21/2026

Wellington-Altus has been named Best Independent Agent 2026 by SP Intelligence Canada!

We are honoured to be named Best Independent Agent for 2026 by SP Intelligence Canada, our second consecutive year receiving this award. This recognition reflects our growth, adaptability, and contributions to the structured products industry. Thank you to our dedicated teams for their integral role in our continued success.

Learn how you can join our entrepreneurial firm: https://ow.ly/CTne50ZPSJa

🏡 To move or to age in place? It’s one of the biggest financial and lifestyle decisions older adults will face.While mov...
09/16/2026

🏡 To move or to age in place? It’s one of the biggest financial and lifestyle decisions older adults will face.

While moving to a smaller home can unlock valuable home equity and significantly reduce ongoing property maintenance, the structural reality is that the majority of older adults now prefer to stay in their current homes. Navigating this "downsizing dilemma" requires careful planning long before the physical transition actually happens.

In our latest article, "Planning Ahead: Giving Forethought to 'Rightsizing' Your Home," we look at both sides of the coin to help you evaluate which path aligns with your retirement goals and wealth strategy.

Read the full insight in our newsroom today!
🔗 https://ow.ly/tMYX50ZkOnQ

🎓 Sending your child off to university or college is a proud milestone, but many parents overlook a critical legal reali...
09/09/2026

🎓 Sending your child off to university or college is a proud milestone, but many parents overlook a critical legal reality. The day your child turns 18, you lose automatic legal access to their medical and financial decisions.

Establishing Powers of Attorney (POA) for personal care and property is essential to allow parents to step in and help if their young adult child faces an emergency. Without these documents in place, navigating an unexpected medical or financial situation can become a legal nightmare.

In our latest article, "What Happens When a Child Becomes an Adult?", we break down the necessary steps every family should take to protect their young adults.

Read the full guide in our newsroom today!
🔗 https://ow.ly/1VYv50ZkO73

📝 Did you know that some of your assets can completely bypass the lengthy probate process?When planning your estate, min...
09/02/2026

📝 Did you know that some of your assets can completely bypass the lengthy probate process?

When planning your estate, minimizing friction and costs for your loved ones is always a top priority. In our latest article, "The Hidden Power of Beneficiary Designations," we explore a simple but highly effective strategy to protect your legacy. Properly designating beneficiaries on your accounts allows for much faster wealth transfers and significantly reduced estate administration fees.

Read the full insight in our newsroom today!
🔗 https://ow.ly/KH7h50ZkLqv

🏡 Housing season is back in full swing!With real estate prices where they are, many parents and grandparents are looking...
08/26/2026

🏡 Housing season is back in full swing!

With real estate prices where they are, many parents and grandparents are looking for ways to help the next generation step onto the property ladder. But what is the most tax-efficient way to do it?

In our latest article, "Helping (Grand)Kids Buy a Home: Five Ways to Structure Support," we explore smart strategies—like gradually helping your child maximize their FHSA or RRSP. This allows them to utilize valuable tax deductions, tax-free growth, and tax-free withdrawals for a home purchase.

Read the full guide in our newsroom today to find the best strategy for your family!
🔗 https://ow.ly/bmfc50ZkLcp

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1524 91 Street SW. , Suite 212
Edmonton, AB
T6X1M5

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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