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Investment Planning
Investment Planning
Building your unique investment portfolio requires thought and consideration. At iA Private Wealth we offer a wide range of best in-class investment products to meet your portfolio needs. As a full service CIRO investment dealer we can purchase equities on all North American markets, including the TSX, Nasdaq, New York stock exchange, as well as venture and over the counter markets for junior equities. Learn how we can help you choose investments that meet your needs.
Stocks
Stocks are securities that represent an ownership share in a company. For investors, stocks are a way to grow their money and outpace inflation over time. Many stocks pay dividends - a tax-efficient way to earn income.
Bonds
A bond, also known as a fixed-income security, is a debt instrument created for the purpose of raising capital. They are essentially loan agreements between the bond issuer and an investor, in which the bond issuer is obligated to pay a specified amount of money at specified future dates. For investors, bonds can offer a stable, longer-term income stream.
Mutual Funds
A mutual fund is an investment security that enables investors to pool their money together into one professionally managed investment, wherein investors hold units in the fund. Mutual funds can invest in stocks, bonds, cash or a combination of those assets. At HollisWealth we have access to a best in-class universe of mutual funds of all types and sizes, and have direct access to fund companies and their staff to provide you with the most current information about funds of your interest.
Guaranteed Investment Certificates (GICs)
A GIC (guaranteed investment certificate) is a safe and secure investment with low risk. You don't have to worry about losing your money because it is guaranteed, and insured by CDIC, Canada Deposit Insurance Corporation.
Alternative Investments
An alternative investment is a financial asset that does not fall into one of the conventional investment categories. ... Alternative investments include private equity or venture capital, hedge funds, managed futures, commodities, and mortgage investment corporations (MICs), to name a few. **Alternative investments are not suitable for all types of investors. Please speak to your advisor regarding your individual situation.
Tax-Free Savings Accounts (TFSAs)
The Tax-Free Savings Account (TFSA) is an account that does not apply taxes on any contributions, interest earned, dividends, or capital gains, and can be withdrawn tax free. We offer TFSA accounts in both Canadian and US currency denomination, that can hold any type of investment from equities to GICs.
Flow-Through Shares (LPs)
A Flow-Through Limited Partnership (LP) is an equity investment in a portfolio of flow-through shares of Canadian resource companies that combines unique tax advantages with the prospect for capital appreciation. This vehicle allows investors, to defer and reduce tax. ***Important information about flow-through limited partnerships is contained in their relevant Prospectus/Offering Memorandum. Please obtain a copy and read it carefully including the associated risks and tax consequences before investing.
Education and RESPs
A Registered Education Savings Plan (RESP) is a dedicated savings plan to help you save for a child's education after high school. Contributions to the plan are matched with government grant money, and investment earnings and growth is tax sheltered within the RESP account. At HollisWealth we have experience in managing RESPs, and offer both family and individual RESP accounts, which can hold any number of unique investment types.