Wealth Builder Summer 2020

July 7, 2020

Whatever the investment markets are doing, it’s important to keep in mind what ultimately matters – the good health and well-being of you and your loved ones. Despite the financial bumps, life does go on: The kids or grandkids are growing up and retirement continues to get a little closer. The best way to stay on track is to have a portfolio review where we take stock where you stand now, revisit your life goals and financial targets, and make any changes that are necessary. Whether it’s for some hand-holding and perspective, or to make necessary changes, we’re always here for you.

In this newsletter:

Think tax-smart investing all year round

A great plan needs defined goals: These questions will help you define them

Confidence shaken by the market downturn? Keep perspective with this timely advice

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Do you have questions about your financial future?

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401 3301 8th Street E

Saskatoon, Saskatchewan S7H 4K1

Colette.Gerow@iaprivatewealth.ca

1- (306) 385-6255

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

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.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

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*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

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