Women and Retirement Planning: Why It’s Different
By iA Private Wealth, June 20, 2019
Although numerous gender barriers have been broken down over the years, at least one remains – women have less money saved for retirement …
To Retire With Enough, Plan Enough
By iA Private Wealth, June 11, 2019
Are you heading into your pre-retirement years? You may be wondering how, when and if you should move to safer investments. You’re right …
Smart Tips to Reduce Your Income Tax
By Janet White, May 30, 2019
One of the most overlooked strategies for improving your portfolio’s return is to minimize the tax burden on your investments. By structuring your portfolio …
Are You Saving Enough to Retire?
By Erin Gendron, May 15, 2019
Polls consistently show that the vast majority of Canadians do not have a retirement plan in place to help them achieve the lifestyle they …
In Your 50s? How to Get Ready for the Retirement You Want
By iA Private Wealth, May 03, 2019
While 50 may be the new 30, it’s simply not the case when it comes to saving for retirement. For that, there’s no …
Building a Socially Responsible Investment Portfolio
By Brent Vandermeer, April 15, 2019
Two years ago, a client asked me to design an investment portfolio that could help support a caring economy – one that treats people …
Reduce Your Tax Bill With Income Splitting
By Colin White, March 27, 2019
A great option for reducing the amount of tax you pay is to split your income with lower-earning family members, usually referred to as …
Where Should Amy Stash Her Cash?
By iA Private Wealth, March 20, 2019
By anyone’s standards, Amy has already done well for herself and is better off financially than many of her peers. A perennial overachiever, …
How to Pave the Way to Financial Security – for You and Your Business
By iA Private Wealth, February 05, 2019
Everyone told Dennis and Deidre they were crazy to give up their stable jobs, especially with a newborn son. They took the plunge …
Four Tips to Keep Your Household Finances on the Right Track
By Erin Gendron, January 11, 2019
With a new year and the end of an often overindulgent holiday season, the “let’s get organized” side of me kicks into high gear. …