The key to achieving your financial goals is a comprehensive wealth plan that’s as unique as you are. We focus on six main priorities to create a plan that’s tailored to you.
We’ve designed a clear and structured journey to guide you at every stage. From analyzing your needs to implementing tailored solutions, each step is crafted to maximize your satisfaction and support the achievement of meaningful outcomes. Discover how our collaborative and methodical approach enables us to provide quality service tailored to your goals.
We take the time to get to know you so that we can fully understand your values and what is most important to you.
Through in-depth fact finding, our team will confirm your needs and priorities to ensure we can create a wealth plan that encompasses your unique circumstances.
Embracing a hands-on approach, we work with you to set realistic goals at each stage of your financial journey.
We craft a fully personalized wealth plan that leverages our deep network of trusted partners, covering all aspects of your financial life.
After presenting our plan to you and ensuring it meets your objectives and values, we put your plan into action.
An effective wealth plan is one that evolves as your goals, needs and circumstances change. We monitor your plan with the ultimate objective of maximizing its effectiveness in the long-term.
Connect with us to discuss how our proven process can work for you.
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.
