Unlock the Equity in Your Home
By iA Private Wealth, June 13, 2022
If you own a home and hold a mortgage, you’ve likely heard about a home equity line of credit, or HELOC. If you’re …
Women & Wealth: Growing Prosperity and Building Confidence
By iA Private Wealth, May 24, 2022
Women’s rights have made tremendous progress throughout the decades. And now, representing more than half of Canadian bachelor’s degrees, nearly 50% of household …
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 …
Stay in Control of Your Future Through Powers of Attorney
By iA Private Wealth, April 29, 2022
Being prepared for whatever life circumstances you may experience is at the core of a comprehensive wealth plan. This includes making plans for …
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 …
Millennials & Retirement: Redefining the Future
By iA Private Wealth, March 30, 2022
It may be hard to imagine, but older millennials are celebrating their 40th birthday this year, while the younger part of the cohort …
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 …
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 …
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 …
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, …