-
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
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.
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
What Our Clients Are Saying

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
