iA Private Wealth

Services

 

As a dual-licensed full-service Investment and Insurance Advisor, it is my job to explain your investments and enlighten you about estate planning, tax planning and how to achieve your financial objectives so that you can make informed decisions about what matters to you the most, you and your family.

My process is simple, I give you the good, the bad, the ugly. My job is to help you make sense of it all.

 

  

What makes me unique?

  • My focus is you and your goals.  Not beating the benchmark.
  • Investments are only a small piece of the puzzle.  I provide solutions not products
  • You get more than me when you work with me.  I leverage my network of professionals to help you with life-changing decisions you may be facing (through referrals).
  • My loyalty is to you, my client, not any products.

 

Services

Financial Wellness

  • Investment Planning
  • Risk assessment & needs analysis
  • Wealth management

Life Event preparation

  • Life Insurance
  • Estate Planning
  • Business Succession Planning
  • Travel Insurance *

Health Support Preparation

  • Living Benefits: Disability, Critical Illness and Long Term Care
  • Group Health

 

  1. Investment Planning
  2. Stocks, Mutual Funds, Bonds, GIC’s
  3. RRSP, RRIF, LIRA, LIF, LRIF, TFSA,RESP, RDSP [Registered Disability Savings Plan] Group RRSP’s
  4. Trust Accounts, Corporate Accounts, Non-Profit Accounts
  5. Automatic Savings Plan
  6. Tax Planning – minimizing and estate tax planning strategies
  7. Estate Planning
  8. Insurance Planning – Life, Disability, Critical Illness, Travel, Estate Planning Insurance, Mortgage Insurance
  9. Health Benefits Packages for Business Owners

 

I invite you to contact me if you have more specific service-related information or require additional information for your needs. Simply complete the contact form and include your email or call 604-535-3453 so I can contact you to discuss your requirements. I’d love to hear from you!

 

*Travel Insurance products provided through multiple carrier

Our Team

News

Books

 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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 Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.  Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.