Wealth Management
From assessing your risk and objectives, to suggesting an asset mix for a diversified portfolio, we help our clients through the journey. Our team of experts can do it all from plan implementation to the tactical and strategic re-balancing at period reviews. You’ve worked hard to earn your money, now let us work hard to grow it. Our team of experts is highly trained and extremely knowledgeable in the art of wealth management. We are here to help you with all of your financial advisory needs.
We currently offer the following wealth management services:
- Investment planning
- Goal based planning
- Tax planning
- Retirement planning
- Wealth Management services
If you would like to schedule an appointment with us, or if you have any questions, comments, or concerns regarding our estate planning and wealth management services, do not hesitate to get in touch with us.
How we invest
Investing wisely is an important part of ensuring your positive financial future and we are committed to giving our clients the very best investment advisory and management services possible. Our talented and experienced team will pay close attention to the details surrounding your unique investment needs, making sure that your investment strategy is tailored to exactly what you want your financial future to look like.
With an emphasis on long-term success, we will keep you informed every step of the way regarding your investments, so that you never have to worry about any confusion regarding your money. As your advisor, we work directly for you and have your absolute best interest in mind at all times. Ultimately, we take our client’s unique financial situation into consideration when suggesting a product mix to meet the financial goals of your uniquely tailored portfolio.
Wealth building is a process and is unique to each client’s situation. No matter which stage of life you are at, there is a solution for you.
Wealth Management
We act as your wealth manager to ensure you make sound financial decisions.
Value of Advice
“82% of investors say their advisor helped them save”
Source: Canadian Investors’ Perceptions of Mutual Funds and the Mutual Fund Industry, Pollara 2016
We believe that we play an important role at any stage of your investment journey. Canadians who work with an advisor have been more successful at building wealth and achieving their goals.
We make a tangible difference in our clients lives. Studies have shown that an advisor can add up to 3.9% to a clients net worth.
Source: The Gamma Factor and the value of Financial Advice, Claude Montmarquette, Natalie Viennot-Briot, 2016
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.
