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Wealth Management
Built on Integrity and Experience

For over 30 years,

We serve as a trusted partner for individuals, families and businesses providing guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven in-depth knowledge to bear on every aspect of our client’s unique needs.

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:

1

Deep Understanding

Before preparing a wealth plan and investment strategy for our clients we determine, your tolerance for risk, and time horizon. We carefully measure these factors against your life goals to build an investment strategy tailored to you and your family’s financial goals.

2

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.

3

Rigorous oversight

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:

  • Reasonable fees
  • Tax efficiency
  • Flexible investment options
  • Active management
  • Peace of mind
  • Block trading
  • Accountability
  • Comprehensive reporting
    and communication

When crafting an integrated wealth management plan, we offer:

  • Retirement and
    Income Planning
  • Goal-based
    investment planning
  • Financial Literacy
    and education
  • Socially responsible investing
  • Risk management
  • Tax planning
  • Intergenerational
    wealth transfers
  • Philanthropy

We are bound by the CFA Institute Manager Code which address the following principles and provisions:

  • Act in a professional and ethical manner at all times.
  • Act for the benefit of clients.
  • Act with independence and objectivity.
  • Act with skill, competence, and diligence.
  • Communicated with clients in a timely and accurate manner.
  • Uphold the applicable rules governing capital markets.

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.

Experience

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.

Personal Relationships

Our clients experience only one kind of relationship—the kind based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every plan.

Independent Advice

We understand the power of independent advice and pride ourselves on providing an objective point of view, without the distraction of conflict of interests. Our goals and those of our clients are one and the same.

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

Contact Us

Our Dealer

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.