Our team is fully dedicated to your success at every stage.
Tailored solutions and competence to navigate financial complexities and plan your future.
Over 30 years of experience providing clear and personalized financial advice.
Personalized strategies for retirement, estate, tax, and wealth management to optimize your portfolio.
At iA Private Wealth, we are committed to your financial success.
We believe comprehensive personal wealth planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you achieve your goals. We have the skills and experience needed to build a tailored wealth plan that’s as unique as you are.
We offer a range of tailored services designed to help you achieve financial well-being and growth.
We focus on crafting a personalized strategy to help you achieve your retirement goals.
We assist you in understanding your options and maximizing the value of an RESP.
We conduct a detailed analysis to optimize the tax efficiency of your portfolio.
We identify the most suitable portfolio strategy and investment instruments for your needs.
We create a comprehensive risk management plan that considers all aspects of your life.
Discover how our expertise and personalized approach have helped our clients achieve their financial goals and secure their futures.
Stay informed about professional financial insights and wealth management tips by subscribing to our newsletter.
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.
John Doe Financial makes us feel like we are the most important people they will see today, and the exceptional advice they have provided has already led to significant savings.
- Jean T. Montréal