Our Services

Wealth Planning

A structured financial plan can help ensure that your investment portfolio will perform competitively during market ups and downs – an inevitable part of investing. We’ll work with you to build a portfolio carefully tailored to your goals and risk profile.

Retirement Planning

Retirement is usually a fundamental driver of your wealth plan. We’ll assess your current cash flow and future retirement goals then craft a plan to help you achieve them. Our skilled Chartered Accountant will outline your CPP and government benefits, optimal RRSP conversion, efficient use of TFSAs and retirement cash flow to ensure no opportunity is missed.

Tax, Cash Flow and Estate Planning

We’ll recommend tax-saving strategies to reduce the amount of tax paid by you and your family. We’ll implement strategic planning to lower your estate tax liability and ensure your wealth is efficiently transferred to the next generation. And we’ll help you sort out the complexities of trusts, Wills and insurance.

Access to External Professionals

We confer regularly with our iA Private Wealth colleagues and an established network of tax professionals, accountants, lawyers and *Insurance professionals.

1 (800) 336-8606

3465 Rebecca Street, Suite 210
Oakville, ON L6L 0H3

IIROC IIROC AdvisorReport CIPF

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 iA Private Wealth 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.