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News & commentary

News & commentary

Get fresh perspectives on the latest investment and financial news and trends from the Luft Financial team, as well as from leading experts in Canada and around the world.

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When Will You Get Your Tax Slips? 2022

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. 2021 IAPW Tax Document Distributions Dates

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Tips/Strategies for Saving for your 1st Home

Tips/Strategies for Saving for your 1st Home Unless you’ve been living under a rock for the past 10-20 years, you may have noticed the price of real estate increasing considerably over this period of time. Perhaps that’s why the rock made sense to live under. It is becoming more difficult for anybody trying to buy their […]

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February 2022 Portfolio Management Team Update

February 2022 Portfolio Management Team Update By Elvis Picardo, CFA, CIM, Portfolio Manager, iA Private Wealth February 16, 2022 Market & Economic Environment January was the worst month for global equities since March 2020’s “Pandemic Panic,” as concerns about inflation and the prospect of rising interest rates took a toll on technology stocks. The TSX […]

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Did you include your TFSA in your estate plan?

Did you include your TFSA in your estate plan? By now, you are probably aware of the benefits that a Tax-Free Savings Account can provide you with from an investing perspective. But did you know that your TFSA can also be a big help to your estate plan too? If you have a spouse, you should […]

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January 2022 Portfolio Management Team Update

2021 Review 2021 was an exceptionally strong year for global equities, although market volatility in the first three weeks of this year already makes those gains seem like a distant memory. The TSX Composite surged 21.7% in 2021, its best annual performance since 2009, with eight of its 11 sectors recording double-digit returns. The energy […]

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Return of Premium Riders – Getting your Money Back from an Insurance Policy

If you’re like most people, you probably don’t like paying for insurance. After all, you only get to use Critical Illness insurance when you get sick, and Disability insurance after you’ve been hurt. Neither of those scenarios is desirable. While Critical Illness and Disability insurance can certainly protect you against these potential risks, both these […]

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