middle aged man driving a bicycle with woman sitting in the basket while they enjoy their successful financial management

Life Your Way

Financial Planning

Building, growing and preserving wealth takes financial planning and a comprehensive, holistic vision.

When you work with a Senior Wealth Advisor, you have a trusted partner who is fully dedicated to your success at every stage of your lifelong financial journey.

We understand that planning needs to be unique to you, to your goals, and to your life. And that individuals have varying degrees of monetary gain. Most importantly, it’s not really about how much money you earn but rather, it’s about what you do with those earnings over time. 

There are various strategies to effective financial planning. The key is finding the right one for you. 

At a meeting together, we’ll identify your needs, then help you develop a tailored financial plan that’s as unique as you are

Meet with a Senior Wealth Advisor

Calculators

Retirement Calculator - Use this tool to estimate how much
annual income you'll have when you retire.

Calculate Retirement Income

CPP & OAS Benefits - This calculator will help you understand
the factors that can affect your Canada Pension Plan (CPP)
and Old Age Security (OAS) benefits.

Calculate CPP & OAS Benefits

RRIF Payment - Calculate your Registered Retirement Income Fund (RRIF)
payments and see how long your savings will last.

Calculate RRIF Payment

LIF Payment - Use this calculator to see how much income you can expect
and track the future value of your Life Income Fund (LIF).

Calculate LIF Payment
Meet with a Senior Wealth Advisor

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.