Step 3: Staying On Track

Step 3: Staying On Track

As your life changes, so will your plan. Monitoring and updating your plan will be the key to success. The Wealth Strategies Client Service System helps you stay on track.

The Client Dashboard™ is a review tool designed by Wealth Strategies to help clients stay on track. The Client Dashboard" helps you understand whether you are ahead of schedule, on schedule or behind schedule; and more importantly "why" this is the case, "how" this impacts your plan and "what" action we can take to get back on track.

Throughout the year we are available to answer your calls or emails about all things financial or simply to act as a sounding board before you make a big financial decision such as buying a new home.

Learn abour our fee structure

 

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 are provided through Hollis Insurance. Only services offered through iA Private Wealth Inc., are covered by the Canadian Investor Protection Fund.

 

                                              

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