Our Products

We are fee based planners and offer a concierge service to our clients by providing them access to numerous products that will assist them in managing their family finances.  We truly provide holistic planning, service and products.

Our feature product is The Managed Program which allows a client and advisor to have a truly transparent relationship regarding fees.  Instead of fees being embedded or hidden, we provide a transparent monthly fee for our services, aligning our interests with those of our clients.  If a client's portfolio grows, so does our compensation; if the portfolio decreases in value, so does our compensation.

As well we are not paid by any product or supplier, strictly by the client within The Managed Program.

 

Fee based Managed Program: available plans

  • RRSP, TFSA, RESP, Spousal RRSP, Informal Trust Accounts, Corporate Accounts, Cash Accounts, Locked-in RRSP, RRIF, LIF

Banking Products

Through some of our banking partners, we also offer a variety of other products to assist our clients including:

  • No Fee High Yield Bank Accounts, No Fee High Yield TFSA accounts - currently through Manulife Bank
  • Residential Mortgages and Home Equity Lines of Credit

Insurance*

We are also insurance brokers through our insurance division, Wealth Strategies Investments Inc. We offer many insurance solutions to clients including:

  • Life Insurance (term, universal and whole life), Critical Illness Insurance, Long Term Care Insurance, Disability Insurance, Travel and Health Insurance, Buy Sell Insurance, Corporate owned policies

 

* Mortgages by referral only

* 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.

 

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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