Mailing Dates for 2018 Tax Slips – Important Year End Information
This year, you may receive multiple year-end documents for the same account. You are encouraged to use this checklist to keep track of your year-end documents. If you have any questions regarding the delivery of these documents, please contact your advisor.
In addition, some external issuers may amend previously released data, resulting in amended slips being mailed. Click here for more information.
This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of iA Private Wealth. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.
How do we elevate your wealth?
It begins with understanding your needs and creating a comprehensive and tailored financial plan to help reduce tax, manage risk and grow your portfolio over the long term. Learn more about how we help you achieve financial security and peace of mind.
News & commentary
April 2024 Portfolio Management Team Update
April 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth April 10, 2024 Market Review Global equities advanced for the fifth straight month in March, capping a stellar quarter for stocks and enabling the MSCI All-Country World Index to post a record high on the last trading day […]
Read more
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 […]
Read more
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 […]
Read more