Accureta Wealth Management, iA Private Wealth

Who We Are

About Accureta Wealth Management, iA Private Wealth

We believe that Canadians’ desire to own their own homes, grow with their children, save for a comfortable retirement, and, along the way, enjoy a meaningful and vibrant lifestyle, should be both reasonable and attainable. Heavy taxation, increasing debt obligations and cash-flow insecurity, can create undue stress and uncertainty about financial futures. Through our tax minimization, investment planning and retirement planning process, we partner with our clients to ensure these dreams become reality. We help provide our clients with clarity and economic well-being throughout this financial journey.

We are a full-service, boutique wealth management and financial planning team dedicated to providing exceptional wealth management knowledge for our clients throughout their lifetimes. By keeping all the unique pieces of your financial planning puzzle in place, we can help ensure that you achieve your goals.

Full Service

Boutique Wealth Management PRactice

All Inclusive

Transparent Fees

A Local Team

CERTIFIED FINANCIAL PLANNER® professionals

Building and Preserving Wealth

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

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 practice 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.

Our Financial Planning Team

The Accureta Wealth Team

NAVEEN KUMAR, CFA, CFP®, MBA

Wealth Advisor at Accureta Wealth Management™, iA Private Wealth Insurance Advisor*, Accureta Wealth Inc.

More About Naveen Kumar

With a keen interest in helping people achieve and maintain financial independence, Naveen Kumar founded Accureta Wealth Management™ in Ottawa, ON. A primary focus of the practice’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.

Personal Information

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.

Learn how we can help you achieve your financial goals

Working with you at various stages of life

“As an independent wealth management team, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”

833-292-3651 (Toll-Free) / 647-200-5204

info@accuretawealth.com

Company

Services

Location

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

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.

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