OUR SERVICES
Our wealth management advisors offer you a highly personalized service
Our expertise enables us to develop a comprehensive plan that translates your dreams and long-term goals into a concrete financial roadmap.
OUR APPROACH
Listen to
Get to know you to understand your goals, fears and YOUR situation.
Evaluate
Assess your current situation to confirm your needs and priorities.
Objectives
Set objectives specific to your situation.
Elaborate
Build a comprehensive strategy that will be the foundation for achieving your goals.
Run
Implementation of personalized strategy when accepted and understood.
Monitor
Ensure the ongoing relevance of the strategy throughout the different stages of your life.
We offer more than financial advice:
- A wide range of financial products and solutions.
- Full fee transparency and disclosure so you can assess value.
- Customized investment planning based on in-depth research and analysis.
- Timely execution of transactions that take advantage of market opportunities.
- 24/7 access to your accounts through the iA Private Wealth Management online portal.
Wealth management
A sound approach to investing takes emotion out of the equation and focuses on research-based results. We gather information about your goals, attitudes to risk, return expectations and time horizon, then determine the best portfolio strategy and investment vehicles for you.
Retirement planning
It’s not just about contributing to your RRSP or group retirement plan. You also need to know how you’re going to live this next stage of your life. Our focus is on creating a plan that helps you achieve your goals and enjoy your retirement.
Tax optimization
Through sound investment strategies, we can help you reduce the amount of taxes you pay each year. An effective tax reduction strategy can improve the growth rate of your personal net worth and help you achieve financial independence faster.
Risk management
We take an integrated approach when assessing your needs to create a risk management plan tailored to all aspects of your life – and all scenarios that could affect your financial well-being.
Will and estate planning
When planning the preservation and transfer of your assets, we can help you see the bigger picture by understanding your situation and your wishes.
Planning studies
Whether you want to finance a child’s education or return to school yourself to improve your qualifications, we can help you understand your options and maximize the value of a Registered Education Savings Plan (RESP).
Build your financial future with personalized wealth management
Contact us to find out more about how our wealth management solutions can help you achieve your financial goals.