Resources
Farmers, Business Owners & Entrepreneurs
Introduction: A Farmer's Transition Welcome to the world of strategic farm transition planning! Whether you’re just starting out or seeking to refine your strategy, this guide has been thoughtfully designed to provide you with some valuable insights and practical...
Introducing the Role of a Trusted Contact Person
In the ever-evolving world of investment, it's crucial to stay ahead and safeguard your financial interests. That's where the role of a Trusted Contact Person comes into play — a proactive step in protecting your financial health. Understanding the Trusted Contact...
Book Review: The Latte Factor, 2019
The Latte Factor, 2019 by David Bach and John David Mann “…but the decision to do it? He smiled. “Might be the most important decision you’ll ever make.” p. 33 Summary: Financial advice and wisdom are written into the story about a young professional woman who...
Visionary Advisor Finds His Perfect Soil to Grow Business
Rob Knight loves being a visionary – especially now that he has a new hire who ensures that his best ideas are integrated with his growing firm. “We hired a head of strategic initiatives from another industry late last fall, and she is an absolute rock star who is...
Business Owners: A Steward’s Guide, Part 1
Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. A business consumes a large portion of your resources, time, and...
RRIF Strategies: Payments and Withdrawals
One of the greatest things about a Registered Retirement Income Fund (RRIF) is that it is a key piece of your retirement portfolio. You can view it as an extension of your Registered Retirement Savings Plan (RRSP). Before transitioning to your RRIF, you use your...
The Pension Income Tax Credit
How you can receive a tax credit on $2,000 of your pension income If you are receiving eligible pension income, you may be entitled to claim both a federal and a provincial/territorial tax credit. The federal non-refundable pension income tax credit is on the first...
Why You Should Have a Capital Dividend Account in Your Corporation
One of the biggest secrets that successful business owners and entrepreneurs often don’t know about is the capital dividend account. The capital dividend account is a notional account, which means you will not see it unless there’s a balance. It allows for life...
What is the Capital Dividends Account and Why Should I Know About It?
The Capital Dividend Account is one of the most powerful tools a business owner can use, but very few are using it. This secret notional account could save you millions of dollars in tax. What is a Capital Dividend Account? A Capital Dividend Account (CDA) is...
What is Passive Income Tax and Are You Paying Too Much?
The Small Business Deduction, “reduces the corporate income tax that a corporation would otherwise have to pay in a taxation year throughout which it was a Canadian-controlled private corporation (CCPC)”. As the Government of Canada continues to outline, “A...
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.
