• Financial Peace of mind

    We are your Wealth Management and Financial Planning team.

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  • Personalized tailormade financial advice

    Sound process, experienced team, seamless execution

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  • Goals Based Financial Planning

    Keeping the next generation in mind

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  • Start your financial independence journey

    Invest with confidence

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  • Chart your own future

    What’s the value of sound advice?

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  • Managing Financial Risks

    Navigating the uncharted territory

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Accureta Wealth Management & Financial Planning

Accureta Wealth Management™, iA Private Wealth is a full-service, boutique wealth management and financial planning team dedicated to provide superior 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.

“As an independent wealth management firm, 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”

Passionate and experienced professional Investment advisors dedicated to helping clients achieve their financial dreams.

We Build Financial Plans

Wealth management solutions for Families and Business owners

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. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve our process allows to accommodate swift changes in the plan to ensure your financial independence.

Our Partnership Approach

A Sound process lays the foundation for long term relationship

Our 6 step Wealth Management and Financial Planning Process is unique to understanding client life situations, preparing a comprehensive Financial plan, presenting strategies and implementing the recommendations. Each client situation is unique. Understanding critical financial events is key to ensuring that you stay on track to achieve your wealth and lifestyle goals. These events are sometimes predictable and sometimes unexpected. Everyone has their own pattern of critical financial events.

What sets us apart

Collaborative | Transparent | Holistic | Independent | Entrepreneurial

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. Understanding what truly makes you unique is vital to ensuring we can help you grow and preserve your wealth for many years to come. That’s why we’ll take all the time necessary to meet with you and your family to discuss your financial goals and objectives, right now and for the long term.

Working with you at various stages of life

Client Appreciation

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.

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K. Bamezai

As a Wealth advisor for my family, Accureta Wealth Management team is everything for us when it comes to financials.

My investments were dispersed all over and never got the full picture of my investments and didn’t have clarity on future requirements.

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N. Gattu

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

Naveen is a very knowledgeable and experienced Holistic Wealth Advisor. His focus as an advisor to our family is not just limited to investments but on the overall financial health. Before meeting him, I have done many searches on the internet to find a good investment advisor. However, most of the advisors have limited focus on what to consider when planning and executing the financial plans. 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. I strongly advise to all of my friends to call him and ask for a “coffee meeting” to learn, get advice on how to stay in control of your financial life and secure their future.

R. Kucukates

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