Wealth Management Services for Professionals, Retirees, and Families
OUR PROCESS & SERVICES
Our Process
At iA Private Wealth, we are dedicated to providing a holistic and well-rounded financial service centered on you and your family. We take the time to listen to your needs and goals to create a long-term financial strategy tailored to your personal situation.
DISCOVERY MEETING
ANALYZE AND EVALUATE YOUR FINANCIAL
STATUS
REVIEW RECOMMENDATIONS
SET YOUR COURSE
REGULAR PROGRESS MEETING
The purpose of the discovery meeting is to identify your most important values, relationships and goals.
We will gather all necessary information to help us create your financial and estate plan.
1 - DISCOVERY MEETING
We will consider all aspects of your situation to determine what you need to do to meet your goals. We will
analyze your assets, liabilities, and cash flow, current insurance coverage, investments, and tax strategies.
2 - ANALYZE AND EVALUATE YOUR FINANCIAL STATUS
In this meeting we will review our financial recommendations, explaining the rationale so you can
make an informed decision.
3 - REVIEW RECOMMENDATIONS
We’ll outline a plan to carry our the personalized recommendations designed to protect your
personal and business wealth, as well as protecting against catastrophic loss.
4 - SET YOUR COURSE
Monitoring and adjusting for change are an important part of your plan's overall success.
We will meet regularly to review your progress and to adjust for changing life situations.
5 - REGULAR PROGRESS MEETING
Our Services
Building your unique investment portfolio requires thought and consideration. Learn how we can help you choose investments that meet your needs.
Stocks
Bonds
Mutual Funds
GICs
Education and RESPs
Alternative Investments
Investment
Management
Tax-Free Savings Accounts (TFSAs)
Flow-Through Shares (LPs)
First Home Savings Account (FHSA)
Retirement & Estate Planning
We work with you to understand your full financial situation so we can provide a retirement solution that will support you through your entire life cycle.
Annuities / RRIFs
Retirement Planning
Financial Plans
Personal Investments
Pensions
RRSPs
Insurance
Planning*
Insurance is a very important and often overlooked part of your overall financial plan. We provide life insurance in house, and are ready to meet with you and discuss your insurance options.
Life Insurance
Critical Illness Insurance
Disability Insurance
Long-Term Care
Health Care