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.

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:

  1. Our more diverse, open, complicated and growing economy.
  2. The current all-time low interest rate environment.
  3. 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.

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