Tuula Jalasjaa, Head of HollisWealth, a Scotiabank Company is pleased to announce that David Yurich, Director, Private Client Group, and Senior Investment Advisor, Scotia Capital Inc., has earned the Trust and Estate Practitioner (TEP) designation.  The award is granted by the Society of Trust and Estate Practitioners, an elite international organization for Trust and Estate Professionals….

Click to listen how you could save thousands with a strong tax strategy from Sound Financial Strategies. Tax planning should be part of your overall financial strategy, and should be considered on an ongoing basis throughout the year. Without a successful financial strategy, you might risk tax liabilities for your estate or miss out on important…

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.

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