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You’ve worked hard for your money. We can help you preserve it so that it continues to work hard for you well into a comfortable retirement.
Do you know how much you need to be saving in order to retire on your terms? Do you know how much income your investments will provide once you do? We can show you the answers and help you develop a written plan to retire how and when you want.
Like it or not, proper insurance is essential to a sound financial plan. We can review your existing insurance* coverage to ensure you have the proper protection – and that you’re not overpaying for it.
We’ll help you develop a comprehensive investment strategy tailored to your personal goals and risk limits.
We can help you take advantage of the most tax-effective investments for your financial and retirement objectives.
The illness of a parent can mean a significant change in your own life – both emotionally and financially. We can help you understand the financial implications, prepare for them before they occur and ensure that this difficult time is dealt with as painlessly and efficiently as possible for your entire family.
For useful articles and resources on how to financially prepare for ailing parents, visit SnapShots, which we proudly provide in association with Dynamic Funds.
The death of a spouse or other loved one can change your life and financial goals significantly. Whether you’ve already experienced that loss or you simply want to provide for your spouse once you’re gone, we can suggest strategies for attaining your financial goals – both before and after a life-changing event.
We’re here for you when and if you need us. In the meantime, you can find useful resources for providing for a surviving spouse on SnapShots, which we proudly present in association with Dynamic Funds
The end of your marriage will invariably mean a shift in at least some of your financial goals. We’ll provide financial advice and suggest strategies for balancing your priorities and progressing toward your goals in light of your new situation.
Find useful resources on how divorce can change your financial future on Snapshots, which we proudly present in association with Dynamic Funds.
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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.