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Resources

Tools To Increase Your Financial Literacy

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Financial Calculators
Government Websites
Market Websites
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Financial Calculators
  • Retirement Income Calculator
  • RESP Calculator
Government Websites
  • Canada Revenue Agency

  • Canadian Pension Plan (CPP)

  • Old Age Security (OAS)

  • Registered Retirement Savings Plan (RRSP)

  • Registered Education Savings Plan (RESP)

  • Tax Free Savings Account (TFSA)

  • Government Rates (Tax, Exchange, CPP)

Market Websites
  • Bloomberg

  • Globe and Mail Report on Business

  • Yahoo Finance

Regulatory Bodies
  • Investment Industry Regulatory Organization of Canada (IIROC)

  • Canadian Investors Protection Fund (CIPF)

  • Ontario Securities Commission (OSC)

Other Resources
  • Caregiver’s Handbook
  • Client Portal Starter’s Guide

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  • 204 – 4400 Chatterton Way Victoria, BC V8X 5J2
  • 250.405.4060 (tollfree 866.601.4060)
  • lighthouse@iaprivatewealth.ca
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 iA Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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.

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.

Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.”

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    • About Lighthouse Wealth Management
    • Meet the Team
    • Promises and Beliefs
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    • Wealth Management
    • Retirement Planning
    • Family Office Service Model
  • Our Clients
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    • Publications
    • Blog
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