
Win $200 gift certificate to the OhSpa
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...

Tips for sound debt management
Paying off debt is an important step towards stress-free financial health. Here are a few tips to help you. Analyze Take a moment to determine how much you’re paying in interest on your various sources of credit. Imagine if this amount went directly into a savings...

Paying down debt and saving for retirement
What should your priority be: to pay down debt or grow your savings? It depends on your situation. Take a look at yours and see what works best for you. Advantages of paying down debt By paying off your debt more quickly, there’ll be less interest to pay and the...

Making a Budget in 3 Steps
According to the 2019 Canadian Financial Capability Survey conducted by the Government of Canada, “about 1 in 6 Canadians (17%) say their monthly spending exceeds their income, while 1 in 4 (27%) say they borrow to buy food or pay for daily expenses.” To stay on track...

Intergenerational Wealth and the Need for a Family Advisor
August 12, 2024 In today’s increasingly complex market and economic environment, the steady hand of an experienced advisor can make all the difference in reaching your financial goals. Working with an Investment Advisor can result in comprehensive, personalized wealth...

Succession Planning for Your Family Business
May 17, 2024 If you’re like most entrepreneurs, your family business isn’t just a job – it’s your passion. That’s why you’ve invested so much time and effort into growing your business. Now that retirement is on the horizon (or no longer an abstract, way-in-the-future...

Boost Your Retirement Savings with an RRSP
February 22, 2024 For most Canadians, the Registered Retirement Savings Plan (RRSP) is foundational to long-term financial security. In this article we’ll look at the key features of RRSPs and the many benefits that make them so popular. How RRSPs work You can...

Cybercrime: Tips for browsing the web safe from frauds and scams
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...

HBP or FHSA: Which One Should You Use?
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...

Can You Retire Early?
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...