TFSA Contribution Limits:

$7,000 for 2026

$109,000 cumulative**

**Total available contribution room if you have never contributed to a TFSA before - age restrictions may apply. Contact us if you would like help understanding your available contribution room.

Investment Services *

Why Work With an

Investment Advisor?

Today, it’s easier than ever to invest on your own. Self-directed investment platforms can be a good fit for people who are comfortable making their own investment decisions and managing their financial affairs independently.

But investing is only one part of your financial picture.

Working with a registered investment advisor gives you a professional partner who can help connect your investments to the bigger picture—your retirement, taxes, estate, insurance, income needs, and long-term goals.

It’s about more than choosing investments

Markets will always fluctuate. The challenge isn’t simply knowing what to buy. It’s having a plan and staying disciplined when circumstances change.

We can help you:

Build a plan around your goals
Make investment decisions in context
Navigate major life transitions
Coordinate the different pieces of your financial life
Stay focused during uncertain markets
Have someone accountable to you

Accounts

RRSPs

Invest in a tax-efficient and growth-oriented plan to fund your future dreams

In Trust For

Invest funds on behalf of a child or grandchild, with no restrictions or requirements to withdraw

TFSAs

Invest for the long-term and grow your portfolio with no tax consequences on withdrawal

Non-Registered

Invest without worrying about contribution limits or withdrawal restrictions

RRIFs

Plan and customize cash flow and income for your retirement years

RESPs

Invest on behalf of a child or grandchild, and take advantage of government grants (where applicable)

FHSAs

Saving up to purchase a home? Talk to us to see if an FHSA is right for you!

RDSPs

If you are eligible for the Disability Tax Credit, an RDSP may be a good long-term savings vehicle for you

We are all unique, and so are our investment needs!

Contact us today to find out what type of account makes the most sense for you, and let us help you make your financial goals a reality.

* Some accounts have certain restrictions - talk to an advisor for more information.

Investment Options

Mutual Funds **

Talk to your advisor to learn more about the many mutual fund options available, from balanced funds to growth funds and everything in between.

Equities

Interested in owning shares of a company? Speak with your advisor about buying stocks and if it makes sense for you.

GICs

GICs can provide predictable returns over a defined term. We can help you understand whether they fit your goals, risk tolerance and investment horizon.

** Mutual funds are not guaranteed and information on returns is based on past performance, which may not reflect future performance. Mutual funds may be associated with commissions, trailer fees, management fees and other expenses. Please read the prospectus. Important information regarding mutual funds may be found in the simplified prospectus. To obtain a copy, please contact your advisor.

Industry Partners

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.