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iA Private Wealth

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Invested in You

Your Wealth, Our Passion

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.

Service Offering

Retirement Planning

We focus on creating a plan that helps you achieve your goals in retirement.

Will & Estate Planning

We can help you plan your legacy by understanding your situation and wishes.

Tax Planning

We can conduct a thorough assessment to determine the most tax-efficient way to build your portfolio.

Pension Analysis

We offer a thorough analysis to determine how your pension can contribute to a comprehensive retirement income plan.

Risk Management

We can develop a risk management plan that addresses all aspects of your life.

Education Planning

We can help you understand your options and maximize the value of a RESP.

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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.