Your Wealth, Our Passion
At iA Private Wealth, we are committed to your financial success.
We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you achieve your goals. We have the skill, expertise and experience needed to build a tailored wealth plan that’s as unique as you are.
Dedicated to Your Success
Our Products and Services
We focus on creating a plan that helps you achieve your goals in retirement.
We determine the best portfolio strategy and investment vehicles for you.
We can help you plan by understanding your situation and wishes, including tax-efficient legacy planning.
We can conduct a thorough assessment to determine the most tax-efficient way to build your portfolio.
We can develop a risk management plan that addresses all aspects of your life.
We can help you understand your options and maximize the value of a RESP.
A Full Range of Financial Services
We offer a variety of tools and strategies for every stage of your lifelong financial journey.
Through strategic partnerships, we provide you with a wide range of insurance products.
Set and achieve savings goals aligned with your needs and objectives.
We’ll work together to determine the best portfolio and strategy for you in the short- and long-term.
We put your financial needs first to set you on a path that you can feel confident in.
In today’s increasingly complex market and economic environment, the steady hand of an experienced advisor can make all the difference in reaching your financial goals.