Built on Integrity and Experience
For over 30 years,
We remain focused on what’s important to you.
With an ever-changing market, keeping track and making the right long-term decision may seem like an impossible task; we strive to help you preserve and grow wealth through a prudent mix of diversified strategies matched to your unique goals, time frame and risk tolerance.
Our approach to managing client assets is rooted in the following core strengths:
Disciplined Portfolio Construction
Based on the specifics of each client’s situation, we provide diversification within each asset class—across sectors, industries, and countries using low cost-effective investment solutions including ETF’s, Direct Stock Portfolios, and Actively Managed funds.
When implementing a client’s investment strategy, we use a stringent process to screen top money managers, investment strategies selecting those who meet the objectives established for our clients. Once the appropriate investment strategies have been chosen, we provide ongoing oversight and make changes as necessary.
Discretionary Portfolio Management
We provide our clients with customized and unique portfolios to meet our client specific needs and objectives.
Our discretionary Portfolio Management approach offers the following key benefits:
When crafting an integrated wealth management plan, we offer:
Why Choose Us
The Power of a Holistic Approach
We’ve had the privilege of working with individuals and families for over 30 years, often over several generations. In that time, we’ve learned that our clients value and appreciate the combination of traits that distinguish our team.
Since our beginnings, we’ve provided our clients with planning advice through a wide range of market conditions. This track record of experience continues to inform our prudent approach and long-term perspective.
Listening and Understanding
Every client benefits from our collective experience, which spans more than 50 years. Our team-based approach provides access to the in-depth knowledge of each one of our professionals.
A powerful partnership to help reach your goals
To find out how you can benefit from working with an experienced Wealth Planning Team, Contact us
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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.