Weekly Macro & Market Update
By iA Private Wealth, March 14,st, 2025
Tune in weekly for insight and perspective on the macro and market landscape with iA Investment Management chief strategist and senior economist Sébastien …
Tax Filing Checklist
By iA Private Wealth, February 28, 2024
It’s tax season, and no matter how many times you’ve gone through the ritual of preparing your income tax return, our refresher will …
Start the New Year with a Financial Wellness Check
As the new year begins, it’s a perfect time to reassess your personal finances. This annual review can help you understand your financial health, set new goals, and make necessary …
Getting Financially Fit for Your Newborn’s Arrival
By iA Private Wealth, November 15, 2024
Having a child is an exciting time in life. Before the baby arrives, it’s useful to think about your finances, since raising a …
Understanding Fees
By iA Private Wealth, October 1, 2024
Building wealth is essential when trying to reach important financial goals, be it funding a child’s education, buying a home or enjoying a …
Do You Need a Prenuptial Agreement?
By iA Private Wealth, September 10, 2024
People who are getting married will typically create a wedding checklist to ensure everything’s taken care of. Venue and catering? Check. Invitations sent? …
Don’t Wait to Communicate Your Estate Plan
By iA Private Wealth, July 8, 2024
As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date …
Don’t Wait to Communicate Your Estate Plan
By iA Private Wealth, July 8, 2024
As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date …
Free Advice Can Cost You a Fortune
By iA Private Wealth, June 17, 2024
Be Wary of Free Advice
These days, many people are focusing more on their finances, and with good reason. Rising costs, increased job …
Succession Planning for Your Family Business
By iA Private Wealth, May 8, 2024
If you’re like most entrepreneurs, your family business isn’t just a job – it’s your passion. That’s why you’ve invested so much time …
