When Will You Get Your Tax Slips?
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.
2020 Client Tax Slip Mailing Schedule Checklist
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
October 2024 Portfolio Management Team Update
October 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth October 3, 2024 Market Review Global equities advanced to new highs last month to cap a volatile quarter, as interest rate cuts by major central banks boosted optimism for a soft landing despite mixed economic data. The TSX […]
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September 2024 Portfolio Management Team Update
September 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth September 24, 2024 Market Review Global equities added to gains in August, as they recovered from the worst bout of volatility since 2022 that erupted in the first week of the month. The TSX advanced 1.0% last […]
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August 2024 Portfolio Management Team Update
August 2024 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth August 13, 2024 Market Review Global equities surged to new highs in July as inflation concerns abated, before the worst bout of volatility since 2022 erupted in the first week of August, taking the S&P 500 to the […]
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