Your Wealth Plan Requires a Team Effort
By iA Private Wealth, June 29, 2021
When you think about your wealth plan, chances are you turn to your Investment Advisor when you have questions or need guidance. That’s …
Make the Most of Your Inheritance
By iA Private Wealth, June 22, 2021
As baby boomers age, we’re seeing more wealth being transferred between generations than ever before. Maybe you’ve just received an inheritance and the …
CPP & RRIF Income: Thinking Outside the Box
By Erin Gendron, May 20, 2021
Most new clients coming into our practice hold two very common assumptions about retirement income.
The first is that any time you can defer …
Create a will and protect your beneficiaries
By iA Private Wealth, May 17, 2021
Although financial advisors, lawyers and estate specialists always stress the importance of having a will, many people don’t bother. Common reasons include not …
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 …