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

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

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

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

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

By iA Private Wealth, May 10, 2020 Choosing an Investment Advisor is one of most important long-term financial decisions you will make – perhaps even the most important. We recommend that you

By iA Private Wealth, March 06, 2020 Meet early retirees Clara and Charlie, both 63 years old. Charlie has a $3,200 monthly defined benefit pension through his employer and still does occasional

By iA Private Wealth, March 03, 2020 The internet is an efficient way for you to stay connected with family and friends. On the flipside, like any public environment, you need to

By iA Private Wealth, February 18, 2020 Do you know the difference between a Tax-Free Savings Account (TFSA) and a Registered Retirement Savings Plan (RRSP)? Don’t be embarrassed if you don’t know

By iA Private Wealth, February 12, 2020 To get the most out of your RRSP, it’s important to understand how it works. An RRSP on its own doesn’t constitute a retirement plan.