News & Commentary

Markets have been unusually volatile so far in 2022. Our attached Model Portfolio Update provides some insights into our outlook for the rest of the year, and our strategy for dealing with evolving market conditions. Model Portfolio Update 2021 Review & 2022 Outlook

Below is a detailed research insight from James Gauthier, head of the Investment Products & Platform Team at iA Private Wealth.  In it, James recounts how building long-term wealth is achieved by first developing a plan, and then sticking to it throughout periods of volatility. Reach out to the team with any questions or concerns […]

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. 2021 IAPW Tax Document Distributions Dates

Tips/Strategies for Saving for your 1st Home Unless you’ve been living under a rock for the past 10-20 years, you may have noticed the price of real estate increasing considerably over this period of time. Perhaps that’s why the rock made sense to live under. It is becoming more difficult for anybody trying to buy their […]

February 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth February 16, 2022 Market & Economic Environment January was the worst month for global equities since March 2020’s “Pandemic Panic,” as concerns about inflation and the prospect of rising interest rates took a toll on technology stocks. The TSX […]

Did you include your TFSA in your estate plan? By now, you are probably aware of the benefits that a Tax-Free Savings Account can provide you with from an investing perspective. But did you know that your TFSA can also be a big help to your estate plan too? If you have a spouse, you should […]