We believe in investing in quality financial instruments and base our thinking on research and facts.
Most importantly, we make it our business to understand the needs of each one of our clients. This starts with discussing your financial goals for today, as well as your vision for your future.
Serving clients across Canada for over 30 years, we bring structured thinking and a diverse range of talent and experience to the wealth management process.
Our goal is simple: to grow and preserve your wealth.
Why Work With Us?
We have five simple beliefs that guide everything we do:
Every person is different. Every financial situation is different. And needs evolve over time. So our focus is on getting to know you – your objectives, your risk tolerance and your planning time frame. Upon that foundation, we build a financial plan.
Start with more than three decades of experience, add a fully accredited team, the full resources of our dealer, plus a network of independent research providers, and the result is a high level of financial acumen.
Our clients’ diverse needs inspire us to come up with original and more effective strategies and tactics. Creative solutions are always judged against our previously agreed upon goals, and the results are measured regularly to ensure that our recommendations are on track with your expectations.
We follow a strict planning process. It’s only after we understand where you want to go that we develop your unique plan. Our plans provide you with options to choose from. Together, we review the pros and cons of each option, and agree on the best course of action.
We assess the financial results in the context of your objectives and risk tolerance. We define success as our ability to exceed your expectations based on these two realities.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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. *Insurance products and services are offered through Hollis Insurance. an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.