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Tax Tips

Tax Tips

Tax Tips

If you are filing a tax return for 2016, you should know by now if you owe Canada Revenue Agency money.

Apr 26, 20172 min read

Income Tax Alternatives

Income Tax Alternatives

Income Tax Alternatives

Income Tax Alternatives

Apr 9, 20171 min read

Do One Thing Monthly

Do One Thing Monthly

Do One Thing Monthly

Do one thing monthly

Mar 19, 20172 min read

Life Insurance

Life Insurance

Life Insurance

Life Insurance.

Feb 5, 20171 min read

Thoughts and Advice on Retirement Planning in 2017

Thoughts and Advice on Retirement Planning in 2017

Thoughts and Advice on Retirement Planning in 2017

You may find that your retirement isn’t the carefree life of luxury you envisioned.

Jan 27, 20171 min read

Carol Plaisier's Top Tax Tips for Canadians, 2017

Carol Plaisier's Top Tax Tips for Canadians, 2017

Carol Plaisier's Top Tax Tips for Canadians, 2017

If you didn’t make any New Year resolutions regarding money, here are some financial tips for 2017.

Jan 6, 20171 min read

Year End Tax Advice! Tax Free Savings Accounts

Year End Tax Advice! Tax Free Savings Accounts

Year End Tax Advice! Tax Free Savings Accounts

Year end is already in the not so distant future. Now is the time to review your finances and do some tax planning.

Dec 19, 20161 min read

Keeping Wills Current

Keeping Wills Current

Keeping Wills Current

Keeping Wills Current

Dec 4, 20162 min read

RRSP’s, RRIF’s & TFSA’s

RRSP’s, RRIF’s & TFSA’s

RRSP’s, RRIF’s & TFSA’s

RRSP’s, RRIF’s & TFSA’s

Nov 27, 20162 min read

Life Insurance Tax Changes

Life Insurance Tax Changes

Life Insurance Tax Changes

Life Insurance Tax Changes

Oct 19, 20161 min read

Are Insured Annuities Right for Oceanside Residents?

Are Insured Annuities Right for Oceanside Residents?

Are Insured Annuities Right for Oceanside Residents?

The annuity provides a guaranteed lifetime income stream.

Oct 5, 20161 min read

Tax Free Savings Accounts

Tax Free Savings Accounts

Tax Free Savings Accounts

Tax Free Savings Accounts

Aug 31, 20162 min read

The Importance of Naming Beneficiaries

The Importance of Naming Beneficiaries

The Importance of Naming Beneficiaries

Naming beneficiaries for assets when possible can be very beneficial.

Mar 31, 20161 min read

Don’t treat portfolio moves like you would a coin toss

Don’t treat portfolio moves like you would a coin toss

Don’t treat portfolio moves like you would a coin toss

Have you heard the saying ‘Sell in May and go away’? What does it mean and is it a portfolio rule you should follow?

Jun 10, 20141 min read

Managing health care costs amid the surprises

Managing health care costs amid the surprises

Managing health care costs amid the surprises

If there is life insurance, the spouse may be able to maintain their current lifestyle

Oct 1, 20132 min read

Mortgage restrictions come into play in October

Mortgage restrictions come into play in October

Mortgage restrictions come into play in October

The days of 40 year amortization and zero down-payment have been eliminated.

Sep 11, 20122 min read

Qualifying for the disability fuel tax refund program

Qualifying for the disability fuel tax refund program

Qualifying for the disability fuel tax refund program

There are many programs available for people with disabilities

Aug 14, 20122 min read

Tax-efficient investing is the way to go now

Tax-efficient investing is the way to go now

Tax-efficient investing is the way to go now

There are lots of ways to invest, but this one cold be a good option

Jul 12, 20122 min read

What is Tax Efficient Investing?

What is Tax Efficient Investing?

What is Tax Efficient Investing?

Many of you have heard of tax efficient investing, but what does it really mean for you and your portfolio?

Jun 27, 20122 min read

Managing Household Finances Team Effort

Managing Household Finances Team Effort

Managing Household Finances Team Effort

No one likes to be left out, and this is especially true for couples and their finances.

Jun 26, 20121 min read

Know Your Advisor: Advisor Report

© Copyright 2025 Devon Ethier. All Rights Reserved.

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This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

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