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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.

Tell us about yourself

    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


    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
    Mississauga, ON L5B 3C3