When the Gross-up Means a Clawback: The Impact of Dividend Income on Old Age Security
By iA Private Wealth, October 04, 2019
As a retiree, it’s important to understand how the eligible Canadian dividend income you may receive affects your Old Age Security (OAS) – …
What You Can Expect from CPP Survivor Benefits
By iA Private Wealth, September 26, 2019
What happens to your Canada Pension Plan (CPP) benefits if your spouse or partner predeceases you (or you them) may not rank on …
Women and Retirement Planning: Why It’s Different
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 …
Do You Truly Understand Your Employer-Sponsored Pension Plan?
By iA Private Wealth, June 20, 2019
Workplace pension plans used to be commonplace, but they’ve become a luxury in recent times. Today, only a minority of working Canadians (37.5%) …
Are You a Business Owner? Consider These 5 Tips to Help Your Business Thrive
By Nader Hamid, June 20, 2019
Running a business isn’t easy. It takes hard work, perseverance and resilience. It also takes good advice and having the right people in your …
To Retire With Enough, Plan Enough
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 …
Smart Tips to Reduce Your Income Tax
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 …
Are You Saving Enough to Retire?
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 …
In Your 50s? How to Get Ready for the Retirement You Want
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 …
Building a Socially Responsible Investment Portfolio
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 …