News & commentary

Pay Yourself First – A different way to look at budgeting For most people, budgeting can be one of the most arduous tasks on the “to do” list. We generally try to go through our monthly expenses with a fine-tooth comb to make sure that we don’t spend too much on life, so that we […]

April 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM®, Portfolio Manager, iA Private Wealth April 22, 2022 Market & Economic Environment Stock indices posted unexpected gains in March to pare part of the declines from the preceding two months in a tumultuous quarter. The TSX Composite’s 3.6% advance in March resulted in an […]

The Bank of Mom & Dad – How to help your kids buy their first place  I hope that you’re sitting down for this… but real estate in Vancouver is expensive these days. It also seems as though the rate at which people can save for a down-payment, can barely keep up with the rising […]

March 2022 Portfolio Management Team Update  By Elvis Picardo, CFA, CIM, Portfolio Manager, iA Private Wealth March 18, 2022 Market & Economic Environment  Stock indices added to their January declines last month, as the Russian invasion of Ukraine on February 24 roiled commodity and stock markets.   The TSX Composite was an exception to the global […]

Markets have been unusually volatile so far in 2022. Our attached Model Portfolio Update provides some insights into our outlook for the rest of the year, and our strategy for dealing with evolving market conditions. Model Portfolio Update 2021 Review & 2022 Outlook

Below is a detailed research insight from James Gauthier, head of the Investment Products & Platform Team at iA Private Wealth.  In it, James recounts how building long-term wealth is achieved by first developing a plan, and then sticking to it throughout periods of volatility. Reach out to the team with any questions or concerns […]