Calculators & Checklists
Retirement Calculator
See if you will have enough money to last through retirement.
Donating Shares to a Charity
This calculator compares selling shares and donating the cash proceeds to donating them directly.
Estate Planning Checklist
This checklist will help you assess the status of your estate plan.
Start Education Planning Now
Use this calculator to see the cost of waiting to invest in an RESP.
Disclaimers
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.
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.
*Insurance products and services are offered through Steward Group Inc. an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Steward Group is a personal trade name of Rob Knight and Jordan Knight.
Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Services provided by Jordan Knight, Financial Advisor, Investia Financial Services Inc. are not covered by IIROC and the CIPF.
Contact Us
If you would like to receive more information about our financial services, please contact us or complete the following form. A member of our team will respond to your query.
Steward Group
IA Private Wealth, Investia Financial Services Inc.
Address:
135 George Street N., Suite 203
Cambridge, ON N1S 5C3
Toll-Free: 800.663.3900
Phone: 519.621.3900
Locations
While Steward Group supports clients all across Canada, we also have offices in the following locations for your convenience. We can meet with you at the location most convenient for you.
