A Full Range
of Solutions

Our Investment Advisors offer a full suite of products and services for individual investors, families and business owners.

Products and services

Planning

  • Retirement planning
  • Tax planning
  • Trust and estate planning
  • Business planning
  • Succession planning

Investments

  • Mutual funds
  • Equity and fixed-income securities
  • Exchange-traded funds
  • Alternative investments

Credit and lending

  • Investment and RRSP loans
  • Securities-based lending

Accounts

  • Retirement accounts
  • Education savings accounts
  • Non-registered accounts
  • Tax-free savings accounts

Insurance*

  • Universal, term and whole life
  • Disability income protection
  • Critical illness
  • Long-term care
  • Life and insured annuities
  • Group benefit plans
*Insurance products are provided through PPI Management Inc.
Only products and services offered through iA Private Wealth Inc.
are covered by the Canadian Investor Protection Fund.

Tools and calculators

RRSP tax savings

Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.

Calculate RRSP

TFSA versus RRSP

Weigh the benefits of investing in a TFSA versus an RRSP.

TFSA versus RRSP calculator

RDSP Calculator

Estimate the growth of a Registered disability savings plan (RDSP) and the value of future withdrawal payments.

Calculate RDSP

Tax Calculator

Estimate how much you owe in taxes based on your taxable income and your province of residence.

Calculate income tax

Savings Growth

This calculator will help you compare different savings scenarios to discover the future value of investment. Calculate two different scenarios for a side-by-side comparison

Savings Growth calculator

Start education planning now

See how saving early can make a significant difference.

Calculate education savings

Loan Calculator

Compare loan scenarios with this calculator. Input loan amount, interest rate, term, and any extra payments to see the impact on time and interest paid.

Calculate your loan options

Mortgage Calculator

Compare mortgage scenarios with this calculator. Enter the amount, amortization period, term, payment frequency, and any extra payments to see the difference.

Calculate your mortgage options

Retirement Calculator

Use this tool to estimate how much annual income you’ll have when you retire.

Calculate retirement income

CPP and OAS Benefits

This calculator will help you understand the factors that can affect your Canada Pension Plan (CPP) and Old Age Security (OAS) benefits.

Calculate CPP and OAS benefits

RRIF Payment

Calculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.

Calculate RRIF payments

LIF Payment

Use this calculator to see how much income you can expect and track the future value of your Life Income Fund (LIF).

Calculate LIF payments

Tracking your progress

Client portal

Login from anywhere to track daily portfolio status, activity and performance. You will find details on your accounts, your investment goals and asset allocation, the securities you own, returns and transactions.

Already a client? Access the portal