Preserve Wealth and Reduce Taxes with a Family Trust
By iA Private Wealth, April 27, 2021
High-net-worth families want to protect their wealth, and one proven way to achieve that goal is through a family trust. And while high-net-worth …
Why Everyone Needs an Estate Plan
By Josh Sheluk, April 19, 2021
Pop legend Prince passed away in 2016 at the young age of 57. Despite fame, fortune, a wardrobe filled with raspberry berets, and a …
Maximizing the Benefit of Philanthropic Giving
By John Tabet, November 10, 2020
This is the second article in a two-part series on charitable giving. Read Part I here.
For high-net-worth and ultra-high-net-worth families, leaving a lasting …
Lower Your Tax Bill Through Charitable Giving
By John Tabet, November 10, 2020
This is the first article in a two-part series on charitable giving. Read Part II here.
Over the last number of years, my interactions …
Financial Literacy Month is Every Month
By iA Private Wealth, November 09, 2020
November is Financial Literacy Month. You may hear about events and program launches designed to increase the financial capabilities of Canadians. But really, …
How to Select an iA Private Wealth Investment Advisor
By iA Private Wealth, May 10, 2020
Choosing an Investment Advisor is one of most important long-term financial decisions you will make – perhaps even the most important. We recommend …
When Can Pension Income Splitting Make Sense?
By iA Private Wealth, March 06, 2020
Meet early retirees Clara and Charlie, both 63 years old. Charlie has a $3,200 monthly defined benefit pension through his employer and still …
Cybersecurity Essentials to Better Protect Your Money and Your Identity
By iA Private Wealth, March 03, 2020
The internet is an efficient way for you to stay connected with family and friends. On the flipside, like any public environment, you …
Is a TFSA for You?
By iA Private Wealth, February 18, 2020
Do you know the difference between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? Don’t be embarrassed if you …
How RRSPs Turbocharge Your Retirement Savings
By iA Private Wealth, February 12, 2020
To get the most out of your RRSP, it’s important to understand how it works. An RRSP on its own doesn’t constitute a …