Category: Uncategorized

Fidelity Investments is offering a chance to take part on their contest to top-up your TFSA for this year! Click on this link to enter a draw with Fidelity to win a $7000 contribution to your TFSA. Please read and understand that this opportunity is provided by Fidelity and not iA Private Wealth. Before entering your name, you should have read and understood that this is a marketing campaign and will provide Fidelity Mutual Funds Canada your email address to deliver marketing information that...

January 29, 2024 Cybercrime is on the rise in Canada. From 2014 to 2017, fraudsters managed to take over $405,000,000 from Canadians1. Know the signs to protect yourself. Spoofed websites Anyone can get an internet domain address. Unfortunately, this ease of access means that fraudsters can create misleading sites imitating real websites like Facebook, or your bank. If you don’t see through the fraud, and enter your username and password, the fraudster will then have that information. Be...

January 22, 2024   While many people want to purchase a home, it’s become a greater challenge in today’s economic environment. Consumers are financially stretched by high inflation that’s lifted the price of food, fuel and just about everything else. On top of that, central banks have raised interest rates to help control inflation, leading to soaring mortgage rates. Never mind that real estate valuations – while largely off their peak – remain high, especially in large urban centres....

January 15, 2024 While some people love their job so much they never want to retire, for a lot of us the only thing better than saying goodbye to the rat race is doing it sooner than expected. But before clocking out early, there are a few boxes to check to ensure you’re making the right choice. Figure out your finances The first thing to consider is whether retiring early is financially feasible. Working with an advisor to assess your wealth plan may identify issues affecting your long-term...

December 11, 2023 Most people look forward to the holiday season because it’s a time to shift focus from work to family and friends. Whether the holiday gatherings are in-person, virtual or a combination, it’s nice to reconnect with loved ones in a festive setting. It’s also traditionally a time to exchange gifts, which most children – and children at heart! – anticipate well in advance of the season. If managing your bills after the holidays is a regular challenge, there are ways to keep...

November 28, 2023 As we approach year-end, it’s a great time to assess your expenses with the goal of setting yourself up to be financially stronger. New year, fresh start. When expenses are under control and you’re in a position to build wealth instead of spiraling deeper into debt, it helps you work toward reaching your short-term and longer-term financial goals. So, how can you resolve to manage expenses at year-end? Here are a few tips to get you on your way. Create a wealth plan. If you...