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Mindset Wealth - iA Private Wealth Inc. will work closely with clients to identify their goals and objectives and generate the right plan. Most importantly, they keep clients focused on their goals in both good and bad markets. They embrace an investment coaching philosophy and believe that it is investor behaviour and not investment markets that will determine one's long term financial success. Mindset Wealth's goal is to develop a strong relationship with you and your family.
Your mindset reflects your wealth.
Having a plan in place is the first crucial step in working towards your retirement. Don't know where to start? We can help. Contact us today.
Get in touch"You can talk to them and they get it. It’s all about your life—it’s not just about some money to invest, it’s about your life."
Linda, VANCOUVER
Mindset Wealth is your locally owned office of iA Private Wealth Inc. and one of Canada’s premiere independent investment advisory teams.
About Us
Volunteerism and community service are key values that define our organization. Just as saving money is an investment in your future, giving back to the community an investment in all the people within it.
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Your mindset reflects your wealth.
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 are provided through iA Private Wealth Insurance Agency, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protector Fund.