What to Expect at Our First Meeting

What to Expect at Our First Meeting

Our first meeting will typically last about 90 minutes. You will have the opportunity to ask any questions you like and view a sample of our work. There is no cost or obligation for the initial meeting so you will never feel pressure to commit to working with us until you are ready to do so.

To keep our meeting as productive as possible we will also complete a detailed questionnaire to better understand your current situation and help you identify your future goals.

At the end of the first meeting you can decide whether or not to have us begin creating your Life Goals Financial Plan.

 

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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