Be Wary of Free Advice These days, many people are focusing more on their finances, and with good reason. Rising costs, increased job insecurity and the prospect of funding decades of retirement living are just some of the factors that might keep you up at night. How can you make ends meet while also saving for the future? If ever there was a time for financial advice, this is it. However, the challenge is knowing where to turn for such advice. Who’s credible? Who can you trust? Let’s face it,...

Consumer habits have changed drastically within recent years, and e-commerce has been steadily gaining ground. So, online shopping—is it yea or nay? It's quick, easy and convenient! But is it safe? Discover the best practices to adopt to avoid being scammed by cybercriminals. What to look out for when deciding whether a website is trustworthy? Keep cyberattacks at bay by never letting your guard down! Online data theft isn’t just a myth; the main goal of cybercriminals is to scam you out of...

As the old saying goes, the only certainties in life are death and taxes. Given this reality, it’s beneficial to have an up-to-date estate plan that reflects your wishes for potential care needs and distributing your assets to loved ones, while also minimizing your estate’s tax liability to help facilitate an effective transfer of wealth. While creating a comprehensive estate plan is important, it’s equally important to communicate your plan to family members – as well as your specific...

  It’s normal to have questions about the best savings vehicles for you.   To determine which one is best for you, it is important to ask yourself one question: “What am I saving for? Short- and medium-term projects or long-term projects?” Depending on how you answer this question, you will be able to move toward an RRSP, a TFSA or another type of investment account. RRSP If you’re thinking about retirement and/or your current income is higher than it will be when you retire,...

Building wealth is essential when trying to reach important financial goals, be it funding a child’s education, buying a home or enjoying a comfortable and meaningful retirement. Working with an investment advisor is often a good way to save more money, achieve greater tax efficiency and grow long-term wealth through investing. However, investing for the future can be highly complex and typically requires specialized skills, experience and discipline to succeed. The same applies to retirement...

Contest for clients only. We Value Your Feedback! Leave your Comox Valley Infinity Wealth/iA Private Wealth advisor a Google review for a chance to win a $200 gift certificate to the OhSpa in Courtenay. Between February 5th and March 5th, 2025 click here and share your experience with us. Each review will an entry to the contest. The winner will be contacted on March 6th, so don’t miss your chance to participate. Please read the rules here.