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 …

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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. …