Luft Financial | Elevate your Wealth | Vancouver Wealth Management firm
Managing your money, risk, taxes, and debt.
It begins here.
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.
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 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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2024 IAPW Tax Document Distribution Dates There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2024 Important Year-End Information – Tax Document Distribution Dates
Read moreThrough our interactive in-house financial planning videos, our team provides you with knowledge and expertise that will elevate your wealth.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.