Jesse Mack Investment Advisory at Wellington-Altus Private Wealth

02/04/2026

Insightful market commentary on the evolving economic landscape and relationships. A lengthy but worthwhile read.

Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, or the Reagan Revolution. Yet Wall Street remains strangely somnolent, pricing in neither the durability nor the depth of what is unfolding....

11/05/2025

Budget 2025:

Deficits up, capital gains inclusion untouched, UHT scrapped. We cut through the noise—here are the changes most likely to hit your wallet. Read the summary →

On November 4, 2025, Finance Minister and National Revenue Minister François-Philippe Champagne tabled the much-anticipated 2025 Federal Budget (Budget 2025). With no spring budget earlier this year, Canadians have been eager for insights into the government’s fiscal priorities and economic direc...

09/26/2025

https://www.bnnbloomberg.ca/investing/opinion/2025/09/26/is-your-advisor-qualified-to-take-your-portfolio-to-the-next-level-dale-jackson/

A new Morningstar Research survey finds 52 per cent of Canadian financial advisors say their clients expect a higher degree of service, and 40 per cent say clients are “demanding” higher levels of portfolio service.

09/17/2025

Morgan Housel perfectly captures a powerful mindset shift: it's not just about accumulating money, it's about building your freedom. Every dollar saved is a step closer to independence and the life you truly want to live.

08/20/2025

Morgan Housel, author of 'The Psychology of Money,' effectively highlights the importance of saving money. He points out that saving gives you freedom and creates a ton of choices in life, way more than just being able to buy things.

Do yourself a favour—spend 12 minutes listening to this. Your future self will thank you.

https://open.spotify.com/episode/5DLFP3nPiRKo400NayZvcM?si=fea176c46dff4a1c

The Morgan Housel Podcast · Episode

06/10/2025

https://wellington-altus.ca/june-market-insights-the-new-nexus-of-power/

For decades, the American establishment clung to the gospel of globalization, open markets, cheap goods, and the promise of shared prosperity. Yet beneath the surface, this grand experiment hollowed out the nation’s industrial heartland, eroded economic security, and fuelled a populist backlash th...

12/13/2024

Year-End Personal Tax Tips for 2024:

Wellington-Altus was built by experienced independent advisors to better serve clients through a holistic approach to financial planning, investment and protection.

10/29/2024

Comparing Taxable to Non-Taxable Investing Plans

How much do taxes affect my investment returns?

Assumptions:

-Initial investment: $10,000
-Annual return rate: 7%
-Investment period: 30 years
-Tax rate for taxable investment: 25%

The green line represents the non-taxable investment, while the red line represents the taxable investment. As you can see, the non-taxable investment grows significantly more over time due to the absence of taxes on the returns.

10/02/2024

Make it a habit to consistently practice delaying gratification and saving money. Stick to these practices religiously.

07/29/2024

Monday wisdom from Charlie Munger: Do your future self a favor and tilt the odds of success in your favor.