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March 2024 Portfolio Management Team Update

March 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth March 20, 2024 Market Review Global equities advanced for the fourth successive month in February, as growing confidence in a “soft landing” for most major economies took the MSCI All-Country World Index to a new high. The TSX […]

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February 2024 Portfolio Management Team Update

February 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth February 22, 2024 Market Review Global equities advanced for the third straight month in January, despite a significant decline on the last day of the month after the Federal Reserve signaled it was in no hurry to cut […]

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2023 IAPW Tax Document Distribution Dates

2023 IAPW Tax Document Distribution Dates There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2023 Important Year-End Information – Tax Document Distribution Dates

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Luft Financial Videos

Through our interactive in-house financial planning videos, our team provides you with knowledge and expertise that will elevate your wealth.

Luft Financial Videos

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In the news…

The Luft Financial Team has won a 2023 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Robert Luft has once again been honoured with the prestigious award of being listed in Wealth Professional’s Top 50 Advisors for 2023!

Wealth Professional’s Top 50 Advisors 2023

Robert Luft has once again been voted one of Canada’s Top Wealth Advisors, by SHOOK Research and The Globe and Mail!

Globe & Mail Canada’s Top Wealth Advisors

The Luft Financial Team has won a 2022 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine