Step 1: Creating Your Plan

Step 1: Creating Your Plan

During the two to three weeks following our initial meeting we will review all the information collected and the documents provided to fully understand your current situation. Then we will make specific recommendations relating to each of the financial and life goals you identified and summarize our findings in a formal Life Goals Financial Plan.

Our next meeting, the Plan Presentation, will last approximately 90 minutes. We will walk through each part of your plan covering each goal and the accompanying recommendations. The meeting is very interactive and we will take all the time needed to answer your questions - ensuring you understand your plan is essential.

The plan is then yours to take home and review at your leisure. We encourage you to call if you have any questions or if you would like to suggest modifications. When you have decided whether to proceed with the plan (or a modified version) simply contact our office and we will begin the implementation process.



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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