The basis of any good relationship is trust. As your wealth management partner, we work every day to deserve, and honour that trust, so you can enjoy your wealth – and your life.
PWM Private Wealth Counsel, iA Private Wealth is home to a proprietary process that puts all the pieces of the financial puzzle together. We exemplify a true holistic approach, providing complete in-house integration of discretionary, fee-based wealth management, financial planning, insurance, and tax & accounting services.
The world of finance has seen dramatic change, disruption and innovation over the past quarter-century, with three key factors standing out as most consequential for Canadian investors:
Wealth management involves so much more than managing investments. Our holistic approach puts all of the pieces of the financial puzzle together, giving you peace of mind and allowing you the freedom to focus on the things that really matter.
For family’s wishing to take advantage of our complementary planning service, we understand that your time is valuable and that the process can feel overwhelming. Based on your needs, our advisors would typically take you through the following process to ensure we meet your financial objectives.
While we are happy to meet in person, should you wish to meet virtually, our secure screen sharing meetings are a great alternative.
PWM Private Wealth Counsel provides financial management & services and is based in Saskatoon, Prince Albert, Regina, and Swift Current, Saskatchewan, Canada.
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 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.
Insurance products and services are offered through PWM Financial Services 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.
Alternative Investments are not suitable for all types of investors. please obtain independent professional advice, in the context of your particular circumstances.
