Services that support a customized approach.
We are uniquely positioned to develop a comprehensive plan that translates your long-term dreams and goals into a tangible financial roadmap.
Listen
Get to know yourself to understand your goals, fears, and YOUR situation.
Assessment
Assess your current situation to confirm your needs and priorities.
Goals
Establish goals specific to your situation.
Development
Build a comprehensive strategy that will be the foundation in achieving your goals.
Execution
Implementation of the personalized strategy when accepted and understood.
Evaluation
Ensure the continued relevance of the strategy through the different stages of your life.
We offer
- A wide range of financial products and solutions.
- Full fee transparency and disclosure so you can gauge value.
- Customized investment planning based on in-depth research and analysis.
- Timely execution of trades that capitalize on market opportunities.
- 24/7 access to your accounts through the iA Private Wealth online portal.
Wealth management
A good investment approach takes emotion out of the equation and focuses on research-based results. We gather information about your goals, risk attitudes, return expectations and time horizon, then determine the best portfolio strategy and investment vehicles for you.
Retirement Planning
This isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life. We focus on creating a plan that helps you achieve your goals and enjoy your retirement.
Tax Planning
Through sound investment strategies, we can help reduce the amount you pay in tax every year. An effective tax-minimization strategy can improve the growth rate of your personal net worth and help you achieve financial independence sooner.
Risk Management
We take an integrated approach when assessing your needs to develop a risk management plan that addresses all aspects of your life – and all scenarios that could affect your financial well-being.
Will & Estate Planning
To plan for the preservation and transfer of your assets, we can help you keep an eye on the horizon by understanding your situation and wishes.
Education Planning
Whether you’re looking to fund a child’s education or returning to school to upgrade your credentials, we can help you understand your options and maximize the value of a Registered Education Savings Plan (RESP).
