Tax Planning
Taxes: everyone's favourite thing! If you have questions about your tax situation, notices from CRA that you can't quite figure out, or even if you just want to know what tax slips to expect every year, give us a call or set up an appointment - we're always happy to help.
Investment Tax Slips
Not sure what tax slips you should be receiving for your investments, or if you have them all? Give us a call and we make sure you have everything you need from your accounts here before you file.
Tax-Wise Investing
Looking for tax-efficient ways to invest your money? Crystallizing gains, making use of capital losses and contributing to RRSPs are all ways to minimize the impact of taxes and could make sense for you. Contact us to discuss how you can make the most of your investments.
Accountants /
Small Business Info
We may not be accountants, but we do know plenty of good local ones! Give us a call if you need a recommendation and we would be happy to give you some names.
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.
