833-292-3651 (Toll-Free) / 647-200-5204
  • Helping You Find Financial Peace of Mind.

    We are your Wealth Management and Financial Planning team. Accureta Wealth Management™, iA Private Wealth is made up of passionate and experienced professional Investment advisors dedicated to helping clients achieve their financial dreams.
    Get Started — Book a Complimentary Consultation Today
Accureta Wealth Management™, iA Private Wealth

Wealth Management & Financial Planning

Accureta Wealth Management™, iA Private Wealth is a full-service, boutique wealth management and financial planning team dedicated to providing exceptional wealth management and financial planning knowledge for our clients over their entire lifetime. Keeping in place all of the unique pieces of your financial planning puzzle are how we ensure that you achieve your financial goals.

We Build Financial Plans

Our financial planning process integrates wealth management with risk management*, debt management, tax planning and Estate and Legacy planning. Our objective is to take all the pieces of your financial plan and put them in place.

How We Work With You

We are committed to working with you to build a holistic wealth and financial plan that will not only help you achieve your investment goals but also manage and simplify all aspects of your financial well-being.

What Differentiates Us

We believe comprehensive financial planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you to achieve your financial goals.

How Our Services Can Help You

Helping You Build Your Financial Journey

Wealth Management

We use comprehensive wealth planning processes to create strategies that will help you meet your life goals.

Retirement Planning

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

Education Planning

Maximize the value of a Registered Education Savings Plan (RESP)

Risk Management

Insurance* is a key component of any risk management review.

Tax Planning

The principles of tax planning form an integral part of our wealth-building strategy.

Debt Planning

Being fiscally responsible is the foundation for accumulating and preserving wealth.

Estate Planning

The effective enjoyment, ownership, management and disposition of assets during life, upon death and after death.

Business Services

Owner, or Sole Proprietor? We can assist you with your businesses financial planning. Learn More

Client Appreciation

What Our Clients Are Saying

Overall Accureta Wealth Management team gives an Excellent service and advice. They do Holistic planning, which helped us in planning for retirement and education. Very approachable and truly transparent in their unbiased advice.

H. Singh

The team at Accureta Wealth made a tailored plan for our family, guiding us each step of the way, setting goals, defining milestones, picking investments and educating us on each step along the way. Naveen is very approachable and has been always ready to answer my questions. 

R. Kucukates

I started working with Accureta Wealth Management when our twins were born. We started small with RESP planning. We were welcomed and explained about non-registered and registered accounts in Canada, our contribution limits….

K. Bamezai

**Testimonials provided by Canadian Clients
iA Financial Group

Weekly Economics Review

Learn how we can help you achieve your financial goals

Working with you at various stages of life

“As an independent wealth management team, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”
Scroll to top