By iA Private Wealth, June 29, 2021 When you think about your wealth plan, chances are you turn to your Investment Advisor when you have questions or need guidance. That’s

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

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

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

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