The iA Private Wealth News Blog

Cash Flow Strategies and Government Incentives in the Time of COVID-19

Cash Flow Strategies and Government Incentives in the Time of COVID-19

Posted in News

As the COVID-19 crisis continues to disrupt our economy in far-reaching and unprecedented ways, business owners may or may not be immediately impacted by the restrictions the government has imposed on businesses, but this crisis has likely been disruptive in some way, whether from a revenue, staffing or cash flow perspective.

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Should I take my CPP at 60?

Should I take my CPP at 60?

Posted in News, Retirement Planning

Generally, the idea of taking your CPP at 60 is a bad one. At one time the popular belief was to take your CPP as soon as you qualified, at age 60, but with changes in CPP a few years ago, it no longer makes sense to do this.

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Using E-Signature

Using E-Signature

Posted in News

We are pleased to introduce electronic signature capability on our account update documents.

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How much will I get from CPP?

How much will I get from CPP?

Posted in News

Your financial planning professional can use the information on your CPP Statement of Contributions combined with other assumptions to calculate a more accurate estimate of the income you can expect to receive in retirement.

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Office Update - April 13, 2020

Office Update - April 13, 2020

Posted in News

It is important that we remain connected, even as we practice social distancing. That’s why you’ll be hearing regularly from my team and I while this volatility continues. 

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Keeping a Positive Outlook

Keeping a Positive Outlook

Posted in News

As difficult as it is to stay optimistic and focused on the long term, that’s exactly what investors need most at times like this. Some data-driven perspective on why it makes good sense to keep a positive outlook...

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Head Fake Rally?

Head Fake Rally?

Posted in News

Cash on the side lines? Don’t jump in with two feet, you may feel like a hero doing this but given the uncertainty and plethora of bad news ahead this isn’t a smart move. If you get in at the bottom it’s luck, not skill. Walk it in, take you time over the coming weeks and months.

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Important Information For Clients Regarding COVID-19 Virus

Important Information For Clients Regarding COVID-19 Virus

Posted in News

We are committed to focusing on preventive measures that we believe will help minimize the spread of the coronavirus (COVID-19) and protect the most vulnerable members of our community.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Welland Team

  • We work with our clients to develop a comprehensive perspective on their financial situation and work to help them achieve their goals. Our client's success is our success.
    Sheila Smith
    Licensed Assistant