Why Work With Us
Your financial future should feel clear, not complicated. We’re here to listen, guide, and simplify. By taking the time to understand you and your goals, we offer straightforward advice and tax strategies that suit your individual situation. Our focus is on creating clarity and peace of mind so you can move forward with confidence, feeling supported and secure in the path ahead.
Our Values
Strong Relationships
We believe that trust is built through meaningful, long-term relationships. By truly getting to know you and understanding your goals, we’re able to provide personalized guidance and support that evolves with you, through every stage of life.
Availability
We are here when you need us. Whether it's a quick question or a more in-depth discussion, we make it a priority to be accessible & responsive, because your time and peace of mind matters.
Honesty & Care
We believe in transparency, integrity, and genuine care. Our commitment to clear, consistent communication means you can feel confident in every decision we help you make. More than just business, we treat clients like family, because we truly care about you and the lives you're building.
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.