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 your list of life’s most pressing questions. However, if you’re … Read the rest
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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 corner. Here are a few guidelines on growing a business … Read the rest
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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%) have one1. However, understanding the ins and outs … Read the rest
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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 to start thinking about potentially transitioning your portfolio to be … Read the rest
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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 to take advantage of our tax laws, your Investment Advisor … Read the rest
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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 dream of in their golden years – and women are … Read the rest
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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 and the environment with respect and contributes to change where … Read the rest
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By Colin White, March 27, 2019
A great option for reducing the amount of tax you pay is to split your income with lower-earning family members, usually referred to as income splitting. Let’s have a look at some of the … Read the rest
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By iA Private Wealth, February 05, 2019
Everyone told Dennis and Deidre they were crazy to give up their stable jobs, especially with a newborn son. They took the plunge anyway and started their own business, pouring their hearts, souls … Read the rest
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By iA Private Wealth, January 29, 2020
January is a great time to examine your finances and set new targets for the year, but making progress on your goals can be challenging if you have to deal with a holiday … Read the rest
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