Wealth Management Financial Planning Blog

December 15, 2020

2021 TFSA Contribution

Don’t forget to make your 2020 TFSA contribution! Here is a quick reference to help…

Posted in: Financial Planning

Tags: 2017, Contribution, David Yurich, finance, financial planning, North bay, Sudbury, tax free savings account, TFSA, Timmins, Wealth Management

February 27, 2015

Prestigious Trust and Practioner Designation Bestowed on David Yurich Wealth Management

Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich,…

Posted in: Financial Planning

Tags: finance, financial planning, North bay, Succession Planning, Sudbury, Timmins, Wealth Management

February 27, 2015

What Could You do with Thousands Saved from a Strong Tax Strategy? Learn from us at Sound Financial Strategies Inc.

Click to listen how you could save thousands with a strong tax strategy from Sound…

Posted in: Financial Planning

Tags: finance, financial planning, North bay, Succession Planning, Sudbury, Timmins, Wealth Management

Disclaimer

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, David Yurich, can open accounts only in the provinces where they are registered.

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