In regards to a “financial planning service”, there is only one thing we disagree with:
It stops.
After we have established the expectations of our relationship, gathered all of your data and determined your goals, assessed your risk areas and untapped opportunities, developed and presented your plan and implement it... After all that, the only thing we can guarantee is that it will change. Your life will change, and so therefore your plan will change with it.
Just like your life and your future, your financial plan is ever-changing.
Agreeing to become your financial planner means agreeing to become your partner, your friend, and a place to rest your head on as life evolves. This side of financial service is what we live for.
Looking after our clients is a life-time job, and we love it.
Our services are never designed within strict boarders. Instead, each of our services is delivered with a unique focus on your personal situation. There are many solutions to one goal, many roads to get to your destination. We tailor our recommendations based on getting to know you and determining what fits for you.
Explore each of our services, and keep in mind, who you are will always come first.
wealth management
Planning for only one life event is like having only one puzzle piece and expecting the entire picture to come together. Using an effective wealth management process, we account for every corner of your assets and the goals you have for them and tailor our portfolios accordingly.
financial planning
This aspect of the process is ongoing. Goals are planned for then achieved, setbacks arise then pass. We create plans that are tailored to your life and your future right now and we change your plan as your life and future unfold and evolve.
risk management*
We cannot prevent risks, but we can prepare for them. An integral part of financial planning starts with risk management. We use risk management strategies to protect and preserve your assets and your income from unfortunate events such as disability, critical illness and more.
pension & group services
We help employers build and implement retirement and group benefits plans. Taking into account the most valuable asset in your business, your employees.
mortgage broker services
Please call for this additional service.
Mortgages provided by referral.
*Products offered through referral program. Only products offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.
accounting services
Please call for this additional service.
Provided by referral.
*Products offered through referral program. Only products offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.
Whether it is meeting in the office or grabbing a cup of coffee,
we can’t wait to meet you.