About Accureta Wealth Management, iA Private Wealth
We believe that Canadians’ desire to own their own homes, educate their children, save for a comfortable retirement, and, along the way, enjoy a meaningful and vibrant lifestyle, is both reasonable and attainable. Heavy taxation, increasing debt obligations and cash-flow insecurity, however, creates undue stress and uncertainty about their financial futures. Through our tax minimization, investment planning and retirement planning process we partner with our clients to ensure that dreams become reality. And, through the journey, we help provide our clients with clarity and financial well-being.
We are a full-service, boutique wealth management and financial planning team dedicated to providing superior wealth management knowledge for our clients over their entire lifetime. Keeping in place all the unique pieces of your financial planning puzzle is how we ensure that you achieve your goals.
Our process integrates wealth management with risk management, debt management and tax 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 us to accommodate swift changes in the plan to ensure your financial independence.
We take an active and passive approach to advising on client financial portfolios basing our decisions on sound economic research and deploying fundamental, quantitative, and technical analysis of markets and securities.
A highly motivated, passionate, and experienced professional team of Wealth advisors, whether you are looking for an investment firm that will help grow your portfolio, tax planners to get you through the years ahead, or someone who can help you build a financial plan, we are there for you and we can help.
Financial Planning
We know for a fact that our financial planning services and knowledge wouldn’t mean a thing without connecting with our clients. We take pride in forging relationships with our clients and turning those into real plans based around their lives. Life is complicated. Children grow up, financial goals change, and life goes on, no matter what. We want to make sure that you are prepared as best you can be for all life has to offer. That’s why we offer everything from investment savings for college to estate planning. When we sit down with you and discuss your financial goals, hopes, dreams, and life, we want you to take comfort that after our meeting, you’re prepared to financially live and thrive in the times to come.
Wealth Building
Once we have formed a plan that is aligned with your risk tolerance, all our decisions afterward are based on that first long-term plan. We go from asset to asset and coverage to coverage to make sure that you have the best financial future possible. When it comes to your investment portfolios, we aim to reduce your risk while generating risk-adjusted high returns for your portfolios. We have a variety of services, but throughout them we strive to build your capital according to your comfortable threshold of risk.
Financial Review
Even if we haven’t seen you for a while, you’re on our minds. Every client’s account portfolio is regularly reviewed to make sure that we are still on the best path. We make sure to stay up on financial forecasting and have our ears to the ground in a number of areas. We stay ahead of the curve so that you don’t have to.
We are your comprehensive advisers for investment savings, insurance*, estate planning, and more. If you’d like to get to know us a bit better, check out our team, swing by the office, or contact us. We’d love to get to know you.
If you’re interested in staying up to speed on the world of finances, nerd out with us and follow our blog. We have started an initiative to write relevant market trend articles on various subjects of interest and help navigate the financial jargon that oftentimes prevents people from fully participating in their strategic wealth management.
NAVEEN KUMAR, CFA, CFP®, MBA
Wealth Advisor at Accureta Wealth Management™, iA Private Wealth
Insurance Advisor*, Accureta Wealth Inc.
With a keen interest in helping people achieve and maintain financial independence, Naveen Kumar founded Accureta Wealth Management™, iA Private Wealth in Ottawa, ON. A primary focus of the firm’s clients, amongst other things, is that they want to know their needs will be met and any gaps bridged by a constantly elevating process-in-place designed to meet their ever-changing financial needs as they reach the apex of their career paths.
Naveen Kumar holds CFA® and CERTIFIED FINANCIAL PLANNER® designations. Naveen is a highly motivated and dedicated professional with deep knowledge of fundamental and quantitative analysis of securities. He has an unwavering commitment to helping clients, and take the first step in a journey that leads to a sound financial future through discipline, dedication, and sound knowledge. Working closely with his clients, Naveen builds and monitors long-term strategies along with comprehensive financial plans and processes to help clients build and maintain a comfortable lifestyle.
He has always had a deep fascination with both investment and economic forces, and his methodical, analytic nature is aligned with his investment and financial planning philosophy.
Naveen holds a Master of Business Administration and Bachelor of Science degree.
Personal Information
Naveen, his wife and two daughters live in Mississauga and enjoy the area and all its activities. Naveen enjoys tennis, reading and DIY physics projects. He is an active member of the CFA® Toronto Society.
Sanjay Bhasin, B.Eng. CIM®
Portfolio Manager & Sr. Investment Manager at iA Private Wealth
Insurance Advisor, High Life Worth Financial Corp
Sanjay holds a Chartered Investment Manager (CIM®) designation and has been providing investment and wealth management advisory services to individuals and corporations for more than 14 years. Sanjay uses his technical analysis experience, in addition to fundamental & quantitative analysis knowledge to reduce risk in the client portfolios and thus provide higher risk adjusted returns on the investment portfolios.
Denis Fortin, CFP®
Investment Advisor at iA Private Wealth
Denis Fortin started his career in the financial services industry with Canada Life in 1989. He has been providing financial planning and wealth management advisory services to individuals and corporations for more than 26 years. Denis has been working as an Investment Advisor with iA Private Wealth, a division of Industrial Alliance Securities Inc. and as an Insurance Advisor with Hollis Insurance since 2008. To provide active wealth management to clients, Denis joined in Jan 2016. Denis holds a CERTIFIED FINANCIAL PLANNER® designation. When creating a financial plan for the clients, Denis always takes a holistic approach and considers not just their retirement plan, but also their estate and tax plan so that the wealth is transferred to the beneficiaries in a most tax-efficient manner.
Ruchi Bhasin
MA (Economics), Branch Administrator
After 14 years of work experience at Royal Bank of Canada, Ruchi joined as a Branch Administrator in March 2015. In her last position at Royal Bank, Ruchi was working as a Senior Account Manager providing financial and banking advice to her clients.
External Professionals
Larry Burns, CFP®, CLU (Chartered Life Underwriter)
Insurance Advisor*, L.W. Burns Financial Services Inc.
Larry Burns has been helping families & businesses build and protect wealth for more than 25 years. During this period, he has worked in the fields of accounting, taxation, investments, and insurance. Since 2005, Larry has worked exclusively in the field of insurance & estate planning. Larry holds CERTIFIED FINANCIAL PLANNER® and Chartered Life Underwriter (CLU) designations. Larry specializes in the services of life insurance, disability insurance, critical illness insurance, long term insurance and estate planning.
Jennifer Jacobs, CFP®, CLU, CHS, EPC
Insurance Advisor*, LTCI Consulting Inc.
Jennifer has been providing insurance & estate planning services to individuals and corporations since 2002. Jennifer holds CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Elder Planning Counselor (EPC) designations. Jennifer can offer services of life insurance, disability insurance, critical illness insurance, long term care insurance and estate planning. Jennifer specializes in living benefits insurance and insurance planning for elders.
* Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Insurance products and services are also offered through L.W. Burns Financial Services Inc., LTCI Consulting Inc., and Accureta Wealth Inc. independent and separate companies from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Our Investment Dealer
As independent business owners, our advisors are fully invested in you. We know what it takes to be an entrepreneur and will work with you to create a plan that fits your unique business needs and goals. A member of iA Financial Group’s wealth management division, iA Private Wealth offers tailored wealth management solutions through a network of more than 500 independent Investment Advisor teams
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
*Insurance products and services are offered through Accureta Wealth Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Accureta Wealth Management is a personal trade name of Naveen Kumar.
