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) – and whether to do anything about it. Here’s what you … Read the rest
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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 20, 2019
Although numerous gender barriers have been broken down over the years, at least one remains – women have less money saved for retirement than men. It’s been recently reported that 25% of Canadian … 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 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 turning back the clock. When people reach their 50s, they … 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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