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Elevate your wealth

Managing your money, risk, taxes, and debt.
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Why choose Luft Financial?

Meet our team and discover how we provide tailored wealth management strategies to help clients achieve their financial goals. Learn how professional guidance can optimize investments, retirement planning, and overall financial security. Watch now to see how expert advice can Elevate Your Wealth.

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News & commentary

April 2025 Portfolio Management Team Update

April 2025 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth April 16, 2025 SUMMARY Market Review: Most global indices declined in March to cap a challenging quarter, before President Trump’s reciprocal tariffs announced on April 2 triggered the biggest slide in U.S. markets since the 2020 pandemic. The […]

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March 2025 Portfolio Management Team Update

March 2025 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth March 25, 2025 SUMMARY Market Review: North American indices fell in February on mounting concerns about the impact of a global trade war. The selloff intensified into March, triggering a 10% correction in the S&P500 that wiped out […]

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February 2025 Portfolio Management Team Update

February 2025 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth February 25, 2025 SUMMARY Market Review: Global equities began the year positively with solid returns in January, but volatility in recent weeks underscores the risks that lie ahead. The TSX rose 3.3% last month, trading at a record […]

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Luft Financial Videos

Through our interactive in-house financial planning videos, our team provides you with knowledge and expertise that will elevate your wealth.

Luft Financial Videos

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.