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 money has been deposited into your account.
Now what?
The … Read the rest
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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 paying tax, you should, and that means holding off on … Read the rest
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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 wanting to think about death, not knowing how to create … Read the rest
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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 families may reap the greatest benefits from trusts, other families … Read the rest
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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 lineup of royalty-generating music, the man made a critical mistake … Read the rest
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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 your work is done, you’re not quite finished yet.
After … Read the rest
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By iA Private Wealth, January 10, 2021
It might sound like an issue specifically for winter, but deciding whether to follow the “avalanche” or “snowball” approach to tackling debt is relevant at any time of year.
If you’ve accumulated debt … Read the rest
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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 legacy through philanthropy is very often a central priority … Read the rest
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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 with clients have shown a clear and undeniable trend: … Read the rest
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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, why focus just one month on enhancing financial literacy? Being … Read the rest
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