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We would love to sit down with you and your family to discuss your financial goals and how we can help you reach them.

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    Investment Profile

    High income investors with less than 250K CAD of investable assets are considered on a case-by-case basis at the Advisors’ discretion if there is a reasonable expectation of attaining the minimum threshold in the foreseeable future.

    Less than 250K CAD250K CAD – 500K CAD500K CAD – 1M CAD1M CAD – 3M CAD3M – 5M CADOver 5M CAD

    Interests

    What are your biggest concerns?

    Growing and Preserving CapitalTax and Estate PlanningIntergenerational WealthPhilanthropyInsurance StrategiesOther

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    Accureta Wealth Management™, iA Private Wealth

    Sussex Centre,

    1400-90 Burnhamthorpe Road
    West
    Mississauga, ON L5B 3C3