833-292-3651 (Toll-Free) / 647-200-5204
info@accuretawealth.com
Client Login

Tailored Solutions For All Individuals

Advisory Accounts

Investment Advisory Accounts

Through our wealth management programs, we create tailored solutions to address our clients’ individual needs. Because we want to preserve our clients’ hard-earned assets, we believe in a conservative investment approach focused on capital preservation. We hold ourselves to the highest levels of integrity and accountability to ensure that we are doing our absolute best for each and every one of our clients. We feel privileged to work with the families who come to us for wealth planning and are passionate about making their lifelong dreams come true.

Building and Preserving Wealth

Having a professional on your side helps to ensure that your portfolio is in good shape according to your risk acceptance level. We can help with your portfolio needs from diversification to disbursement, and we will work tirelessly to help you reach your financial goals.
We Can Help Develop Your Financial Plan

Maintain Control With Advisory Accounts

We will propose an investment strategy which best suits your financial needs based on your risk tolerance and objectives. Investment advisory accounts offer you the opportunity to maintain control over investment decisions, while receiving guidance from a licensed professional.

An Advisory Account

An advisory account allows for close collaboration with your Investment Advisor. Investment advice given is Independent and un-biased, our advisors are reliable as well as experienced. Experience the difference, the strengths and the backing of a large nation wide financial group.

Your Responsibilities

You will be responsible for monitoring and being informed about your investments. Armed with more information you can validate investment decisions with your advisor. Knowing your financial picture as well as your circumstances we can make the best decision for your specific situation.

Your Investment Advisor’s responsibilities

Your advisor is required to know your investment profile, understand your financial plan and provide suitable investment advice. Options that are relevant and suitable from your investment profile will be presented and your advisor will demonstrate the proper degree of prudence.

Liquid Low-Risk Products

A liquid product can easily be converted to cash. This category of assets includes debt securities whose investments are low risk. By investing in these securities, you lend your money to the issuer of the security; a government or a financial institution.

Treasury Bonds

It is a paradisematic country, in which roasted parts of sentences.

Savings Bonds

The Big Oxmox advised her not to do so, because there were bad.

Guaranteed Investment Certificates (GICs)

It is a paradisematic country, in which roasted parts of sentences.

Money Market Fund

The Big Oxmox advised her not to do so, because there were bad.

How To Choose Investments

In addition to considering whether the risk and expected rate of return on investment of a product match your risk tolerance and investment objectives, consider the terms of fund availability (liquidity), management costs associated with transactions and taxation on the type of income generated by the product. All of these factors will influence your investment strategy.
We Can Help Develop Your Financial Plan
833-292-3651 (Toll-Free) / 647-200-5204
info@accuretawealth.com
Facebook-f Twitter Linkedin

Company

Services

Location

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

Get Directions
compass-icon-outlined

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.

     

Know Your Advisor: Advisor Report | Privacy Policy

Scroll to top