Our goal is to be a trusted advisor and partner to our clients, offering personalized and customized wealth plans
Our Services
We believe in following a holistic approach to wealth management, beyond the construction and monitoring of an investment plan. We will work with you to help you gain a clear understanding of your overall financial profile.
Investment analysis
Security selection
Portfolio design and rebalancing
Strategic asset allocation
Tactical asset allocation
Monitoring
Cash flow planning
Budgeting
Debt restructuring
Debt reduction
Investment projections
Retirement income forecasting
Portfolio design
Withdrawal planning
Investment projections
Customized asset allocation
Asset-liability matching
Regular reviews and updates
RRSP’s and RESP’S
Corporate investment planning
Life insurance needs analysis
Critical illness needs analysis
Disability insurance analysis
Estate planning and protection
Income replacement
Portfolio diversification
The importance of having a will
Wealth transfer
Estate protection
Liquidity planning
Guaranteed Investment Certificates (GIC’s)
High Interest Savings Accounts
*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.