There's A Better Way to Wealth

Building wealth is a life-long journey.
It takes sound planning to ensure your financial goals
are attainable. It’s a commitment… from you and from us.

Wealth Management

For over 30 years, we’ve committed to the families and businesses in the communities where we work and live to build relationships that grow roots, foster learning, and build wealth.

Our plan for you is uniquely yours…more importantly, it’s realistically yours…for your entire financial journey.

We’re with you every step of the way.

Senior Wealth Advisors

BBA, CIM, CFP

BBA, RIS

Easy online access
to your account

Our client portal is a simple, convenient, and secure way for you to view your investment portfolio, get detailed information on all accounts and interact with your advisor – anytime, anywhere. With its intuitive user interface, the portal is simple and easy to navigate.

Insights

mother teaching young daughter early financial literacy by placing coins into piggy bank

Building Wealth

The Building Blocks of Financial Literacy

Will you be receiving an inheritance? Allocate it in a way that makes the most sense for your circumstances.

couple looking over their inheritance documents in front of a computur

Investing

Make the Most of Your Inheritance

Will you be receiving an inheritance? Allocate it in a way that makes the most sense for your circumstances.

Budgeting

New Tax Advantaged Account for First-Time Home Buyers

The Canadian government introduced a new tax advantaged account for first-time home buyers to help save money to purchase a home.

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.