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.

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

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

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

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

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

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.

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

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

By Erin Gendron, January 11, 2019 With a new year and the end of an often overindulgent holiday season, the “let’s get organized” side of me kicks into high gear.