Services
Providing comprehensive wealth, tax and estate planning tailored specifically to your individual goals and unique lifestyle.
A personalized approach prioritizing a long-term relationship based on trust and keeping your best interest in mind.
Investment Planning and Implementation
Your investments should reflect your goals, not just today, but as they evolve over time. We take a personalized approach to portfolio design, ensuring your investment strategy aligns with your risk profile, time horizon, and broader plan. Through thoughtful implementation and ongoing monitoring, we help keep your strategy on track so you can build wealth with clarity and confidence.
Insurance Planning*
Insurance is a vital component of protecting what matters most. Whether it’s preserving your estate, or ensuring your loved ones are cared for, we integrate insurance solutions that align with your financial goals. Our planning approach focuses on balancing protection with long-term value, so you can feel secure in every stage of life.
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Cash Flow Projections
Planning for retirement is about more than picking a date. It’s about knowing your money will support the lifestyle you envision. Using detailed cash flow projections, we help map out how your investments will work for you over time. We take into account key factors like your desired annual income, your total investment portfolio, inflation, projected returns, and expected deposits or withdrawals. With this personalized analysis, you’ll gain a clear understanding of how your portfolio is tracking and also gain the confidence that comes from knowing you’re on the right path toward your retirement goals.
Estate Planning
A well-designed estate plan ensures your wealth is passed on according to your wishes while minimizing complexity for those you care about. We’ll help you navigate the legal, tax, and emotional aspects of estate planning with care, preserving your legacy and providing clarity for the future.
Tax & Income Planning
Taxes touch nearly every part of your financial life. As part of your overall strategy, we integrate smart, forward-thinking tax planning to help reduce liabilities, enhance efficiency, and keep more of your wealth working for you.
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.
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*Insurance products are provided through iA Private Wealth Insurance Agency, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.