Senior Wealth Advisors Andrew Raymer and Ryan Husk

Love Connecting with your Senior Wealth Advisor

Has it been a hot minute since you’ve seen your Senior Wealth Advisor?

You can meet with Andrew Raymer or Ryan Husk as many times as is required throughout the year. do you need to see them monthly? Probably not. But if wealth is on your mind, or if there has been a significant change in your life recently, then it’s a good time to book some time. Lifestyle changes, employment changes, new goals, increased debt, a raise… are all significant reasons to connect again. Has your risk tolerance been affected? It’s a great idea to communicate these events with your most trusted partner – your Senior Wealth Advisor. Your partnership is valued. You can help build the agenda for your meeting.
  • Do you receive too much paperwork? Tell us.
  • Is now the right time to invest? Ask us.
  • Should you take CPP early? Great question. Let’s explore that together.
  • How do you minimize income and estate taxes? We’ve got you.
  • With increasing interest rates, how can you best manage debt? It’s a popular question.

If there’s something you’d like to discuss, let us know. We’re here to answer all your questions, even the questions that are hard to answer.
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This article is a general discussion of certain issues intended as general information only and should not be relied upon as tax or legal advice. Please obtain independent professional advice, in the context of your particular circumstances. 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 business name under which iA Private Wealth Inc. operates.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.