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News & commentary

February 2023 Portfolio Management Team Update

February 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth February 21, 2023 Market Review Global equities rebounded in January from the December selloff, getting 2023 off to a strong start, as investors grew increasingly confident that central banks would ease up on their interest-rate hikes. The TSX surged […]

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January 2023 Portfolio Management Team Update

January 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth January 26, 2023 Market Review Global equities finished 2022 on a dismal note, capping an exceptionally challenging year as central banks around the world boosted interest rates sharply to combat the threat posed by surging inflation. The spike in […]

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2022 IAPW Tax Document Distribution Dates

2022 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. 2022 Important Yearend Information – Tax Document Distribution Dates

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In the news…

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

Elvis Picardo is featured in a 2022 Reuters article!

Reuters

Robert Luft has been recognized as one of Canada’s Top Wealth Advisors by Globe & Mail 2021!

Globe & Mail Canada’s Top Wealth Advisors

The Luft Financial Team has won a 2021 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Robert Luft makes his 6th consecutive appearance on the Top 50 Advisors list in Wealth Professional Magazine!

Wealth Professional Magazine