woman kayaking enjoying the success of her wealth management

Your Wealth Management

At its core, wealth management is a commitment to personal fulfillment, professional satisfaction, and provides the freedom to make your dreams achievable.

And wealth comes in many forms.

Our focus when managing wealth reflects the value we place on earning your confidence that only hard work and thoughtful planning can guarantee.

We understand that you place your trust in us to continuously work on portfolio design, analyze investments, and provide accurate & realistic investment advice. And our core belief is that a proven philosophy is one that takes emotion out of the equation and relies on a disciplined, long-term approach. Your objectives, risk tolerance, return expectations and time horizon will be the key factors your Senior Wealth Advisor takes into account in designing a plan that can help meet your retirement and other goals.

Much more than a measure of monetary gain, wealth is about looking to the future and seeing boundless opportunity.

Financial Planning
Investing
Responsible Investing
Education Planning
Insurance
Estate Planning
Tax Planning
Registered Disability Savings Plan

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.