Our Insight

Stay informed with our expert insights

At the heart of sound financial decision-making lies access to the right information. Our team of experts regularly shares their knowledge on a variety of topics, including market trends, investment strategies, and wealth management best practices. Stay ahead of the curve by exploring our insights, designed to help you make informed choices for your financial future.

How to Pass on the Family Cottage

By iA Private Wealth, May 4, 2022
Canadians adore their escapes from the city. And what’s not to love? Not only is a cottage a great getaway, bringing joy to …

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Client Focused Reforms: Putting Clients First

By iA Private Wealth, April 25, 2022
Finding an Investment Advisor who provides unbiased, professional advice is foundational to a successful relationship. Securities regulators recognize this important aspect of the …

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Why Share Your Notice of Assessment?

By iA Private Wealth, February 22, 2021

It may have taken some time and effort, but you managed to complete your income tax return for another year. While most of …

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Save on Taxes When Working From Home

By iA Private Wealth, February 18, 2022

Whether it’s full time or on a hybrid basis, working from home provides flexibility as you juggle work and personal responsibilities. For many …

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Curious About Cryptocurrencies?

By iA Private Wealth, February 16, 2022
Bitcoin. Blockchain. Digital wallet. These terms have become more common as cryptocurrencies, or cryptos for short, continue moving mainstream, but that doesn’t make …

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2022 Economic Outlook

By iA Private Wealth, January 26, 2022

iA economist Sébastien Mc Mahon takes questions from Stephan Bourbonnais on the year ahead.

Read transcript…

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Debt Avalanche or Snowball?

By iA Private Wealth, January 10, 2021

It might sound like an issue specifically for winter, but deciding whether to follow the “avalanche” or “snowball” approach to tackling debt is …

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Lower Your Tax Bill with Tax-Loss Selling

By Grant White, December 03, 2021

As we approach year-end, it’s very important to think carefully about your investment portfolio from a     tax-efficiency perspective. If you have mutual funds, ETFs, …

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