At 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.
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.
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.
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.
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.