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Wealth Strategies is one of Ottawa's premier financial planning firms and provides comprehensive fee-based investment and financial planning. There are no upfront or deferred commissions. Frequently called upon in the local and national media, our team is experienced, trusted and focused on helping our clients.

We partner with a select group of clients and develop Life Goals Financial Plans that assist in the achievement of their dreams and goals. We become their "Personal Finance Coach" to help them stay on track.

Our Investment Philosophy


We manage your money as we manage our own. Our personal wealth is invested alongside yours to ensure accountability and alignment of interests.
We believe in balanced investing, diversification, and owning excellent businesses that can grow and provide wealth over the long term.
We aim for realistic, long term returns that will allow you to meet your life goals while attempting to minimize risk as much as possible. Short term market fluctuations are simply opportunities.

Read More about Our Investment Philosophy

 

 

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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 Portfolio Manager can open accounts only in the provinces where they are registered.

*Insurance products and services are offered through Wealth Strategies Investments 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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