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Financial Planning

Weekly Macro & Market Update

By iA Private Wealth, February 14,th, 2025

Tune in weekly for insight and perspective on the macro and market landscape with iA Investment Management chief strategist and senior economist Sébastien Mc Mahon.

Watch Sébastien’s previous weekly updates on Read the rest

Monthly Market Snapshot

By iA Private Wealth, November 12, 2024

James Gauthier and his research team walk through the highlights of last month’s market and economic data.

Read the report (PDF)

This article is a general discussion of certain issues intended as general Read the rest

Where Should Amy Stash Her Cash?

By iA Private Wealth, March 20, 2019

By anyone’s standards, Amy has already done well for herself and is better off financially than many of her peers. A perennial overachiever, she found work as a computer consultant right out of … Read the rest

Getting Financially Fit for Your Newborn’s Arrival

By iA Private Wealth, November 15, 2024

Having a child is an exciting time in life. Before the baby arrives, it’s useful to think about your finances, since raising a child can be both incredibly rewarding and very expensive.

While … Read the rest

Understanding Fees

By iA Private Wealth, October 1, 2024

Building wealth is essential when trying to reach important financial goals, be it funding a child’s education, buying a home or enjoying a comfortable and meaningful retirement. Working with an investment advisor is … Read the rest

Do You Need a Prenuptial Agreement?

By iA Private Wealth, September 10, 2024

People who are getting married will typically create a wedding checklist to ensure everything’s taken care of. Venue and catering? Check. Invitations sent? Check. Outfits and decor selected? Check. Prenuptial agreement – wait, … Read the rest

Don’t Wait to Communicate Your Estate Plan

By iA Private Wealth, July 8, 2024

As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date estate plan that reflects your wishes for potential care needs … Read the rest

Free Advice Can Cost You a Fortune

By iA Private Wealth, June 17, 2024

Be Wary of Free Advice

These days, many people are focusing more on their finances, and with good reason. Rising costs, increased job insecurity and the prospect of funding decades of retirement living … Read the rest

Succession Planning for Your Family Business

By iA Private Wealth, May 8, 2024

If you’re like most entrepreneurs, your family business isn’t just a job – it’s your passion. That’s why you’ve invested so much time and effort into growing your business. Now that retirement is … Read the rest

What Are the Financial Implications of Divorce?

By iA Private Wealth, May 1, 2024

Any way you look at it, divorce is challenging. Aside from the emotional strain of ending a marriage – especially if you have kids – your finances could be affected significantly. Let’s look … Read the rest

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