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.
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
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January 2025 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth January 8, 2025 Summary Market Review: Global equities dipped in December 2024 but achieved strong annual returns for the second consecutive year, led by record-setting gains in North American indices. Volatility in fixed income markets contrasted with relative […]
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.