We are uniquely positioned to develop a comprehensive plan that translates your long-term dreams and goals into a tangible financial roadmap.
We create retirement plans that help you reach your goals and make the most of this important stage in your life, aiming to support a fulfilling retirement with greater financial confidence.
We create retirement plans that help you reach your goals and make the most of this important stage in your life, aiming for a financially comfortable and fulfilling retirement.
We help you reduce your tax bill through effective investment strategies, improving your net worth growth and achieving financial independence faster, while ensuring compliance and maximizing tax efficiencies.
We assess your needs to create a risk management plan tailored to all aspects of your life and a variety of financial scenarios. In this way, we offer comprehensive solutions to ensure your peace of mind against unforeseen events.
Whether you're financing a child's education or returning to school, we can help you understand your options and maximize the value of an RESP. We develop strategies to achieve your educational goals while optimizing tax benefits.
Estimate Your Life Insurance Needs →
Calculate the amount of life insurance coverage you need and find out how much it will cost.
Assess Your Critical Illness Coverage →
Determine the amount you would need to replace lost income if you had to take time off work due to a serious illness diagnosis.
The Transition Index →
Identify your critical illness insurance needs and explore the potential financial impact of a diagnosis.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
*Insurance products and services are offered through Longpré Provencher Financial Inc., 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.
