We are excited to introduce our new company name, iA Private Wealth. The new name is designed to better reflect the essence of what our advisors do – provide holistic wealth management solutions tailored to the unique needs and goals of investors across Canada.
Please take a few moments to browse our newly redesigned and updated website to learn about the many benefits of working with an iA Private Wealth Investment Advisor.
*Refers solely to the Investment Industry Regulatory Organization of Canada licensed advisors within HollisWealth.
Estimate the tax savings on your Registered Retirement Savings Plan (RRSP) contribution.
Calculate RRSPEstimate the growth of a Registered disability savings plan (RDSP) and the value of future withdrawal payments.
Calculate RDSPEstimate how much you owe in taxes based on your taxable income and your province of residence.
Calculate income taxThis 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 calculatorSee how saving early can make a significant difference.
Calculate education savingsCompare 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 optionsCompare mortgage scenarios with this calculator. Enter the amount, amortization period, term, payment frequency, and any extra payments to see the difference.
Calculate your mortgage optionsUse this tool to estimate how much annual income you’ll have when you retire.
Calculate retirement incomeThis 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 benefitsCalculate your Registered Retirement Income Fund (RRIF) payments and see how long your savings will last.
Calculate RRIF paymentsUse this calculator to see how much income you can expect and track the future value of your Life Income Fund (LIF).
Calculate LIF paymentsLogin 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
We will send you a monthly statement – by the fifteenth of the following month – when there is activity in your account. If there is no activity in your account, statements are sent quarterly.
The statement presents an overview of all your accounts plus a detailed breakdown of each.