Services
Our Services
Financial Planning
Financial planning is at the core of what we do. We sit down with you to identify your major financial issues and goals, such as retirement income, estate planning, charitable giving and more. From there, our team creates and implements a strategic plan to get you on track. The plan is regularly reviewed and updated so that you understand how your money is working for you.
Investment Strategy
Our investment strategy commitment is to work with you to determine the appropriate level of risk and allocate your portfolio to match your risk level within the structure of your long term goals. We take a multi-asset, diversified approach to investment that focuses on mitigating risk and reaping the benefits from market shifts. We provide ongoing monitoring and recommendations to reach your long-term goals.
Estate Planning
Protecting your family wealth and legacy can be a complex process. We work through the financial and legal framework with you, making sure your family is well prepared for life’s transitions.
Insurance-based solutions often play a key role in building a strong portfolio and financial plan. We help you determine which insurance solutions will provide you the most comprehensive and appropriate protection for your needs.
* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Our Process
Discovering & Planning
Our initial discovery with new clients is all about understanding where you are today and where you want to be tomorrow. Once your goals and profile are identified, we develop a strategic and comprehensive plan to help you get there.
Implementing
To implement your plan, we create a diversified portfolio of investments that can include stocks, bonds, mutual funds, insurance, segregated funds, annuities and tax-efficient vehicles.
Monitoring & Reviewing
We continually monitor your portfolio, providing regular feedback on its performance. Our reviews help your portfolio remain on target to reaching your goals, and allow us to make adjustments wherever appropriate.
