Our Clients

The key to our success has been developing trusting relationships with all our clients. In order to continue this as we grow, we limit the number of new clients we take on each year. This allows us to work with fewer clients and provide the high level of attention and service clients want.

Our clients include everyone from professionals with young families to retired executives enjoying their golden years. Each client is looking for a personalized financial plan and an advisor willing to listen and offer direction.

To provide you with a better idea of how we work with clients, below are a few hypothetical examples of the types of people we help.



 

 

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.

 

                                              

Website Design For Financial Services Professionals | Copyright 2022 AdvisorWebsites.com. All rights reserved