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 …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

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 …