Saskatchewan Financial Planners | PWM Private Wealth Counsel

Trusted. For Life. Comprehensive Wealth Management.

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.

We help you through every stage of your financial journey.

Building Wealth

Build your wealth by making smart decisions early on. Invest wisely. Make a budget and track your expenses. Prioritize paying off debt. Let us help you get on the correct path.

Preserving Your Family Life

Protect your wealth for life’s unexpected moments. It’s time to consider life or disability Insurance, create an estate plan and prepare a will. Our advisors can guide you through this.

Enjoying Retirement

Have you considered your expenses during retirement? Use your investments and pension plan to supplement your income. We can help you prepare a plan that works for you.

Continuing Your Legacy

You’ve grown your wealth over the years. It’s now time to update your will and re-evaluate your estate plan to prepare it for the next generation. A well-prepared plan will help secure your legacy.

SERVICES

Customized Financial Planning

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.

Discretionary Management

As Portfolio Managers, we’re able to respond quickly to economic and market changes to capitalize on opportunities, which frees you from the daily administrative process of wealth management.

Planning – A Holistic Approach

We offer a suite of services and take the time to create a comprehensive and tailored financial plan that helps you reduce tax, manage risk and provide clarity over the long term.

Insurance & Estate Planning

Insurance solutions may include life insurance, critical illness insurance, disability insurance or long-term care insurance. All areas must be carefully reviewed, and plans made to address any concerns.

Tax Preparation Services

Our intimate knowledge of financial planning and personal finance gives us a fresh approach to tackling your tax situation, often finding opportunities where others may not.

Tax Planning & Corporate Structure Planning

We will provide you with the best possible advice on tax minimization and corporate structuring so you can focus on growing and preserving your business.

Farm Transition / Exit Planning

Succession planning is not an event, it’s a process. Our team of advisors will work with you at every stage of life and can offer you a solution to transition your family farm to the next generation.

Our Approach to Investment Management

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:

Our more diverse, open, complicated and growing economy.
The current all-time low interest rate environment.
The need to build innovative and managed portfolios while keeping fees as low as possible.

OUR PROCESS

Holistic Financial Planning

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.

(306) 975-9500

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