We have access to thousands of mutual funds, from the most conservative fixed income funds to high-growth all equity funds. These investments can be held in your RRSP, RRIF, RESP, FHSA, or TFSA. We also offer high-yield savings options and US dollar accounts.

We will assist you with your estate planning needs. Necessary documents include your Will and Power of Attorney. Another very popular strategy today is gifting to charity. We will recommend strategies for transferring your assets to your beneficiaries whilst mitigating the tax liability.

We can assist you in setting up a Registered Education Savings Plan (RESP) for your child or family member, and work with you to maximize government benefits to save for their future education costs. 

iA Private Wealth has state of the art planning tools available. We will work with you to develop your retirement plan to satisfy your future income needs.

We can develop a comprehensive plan to help you reduce or defer your income tax. This goes hand-in-hand with developing your Retirement and Estate Plans.

We offer life insurance, critical illness, and disability insurance through iA Private Wealth Insurance. Our Associate, Jennifer Jacobs, is a leader in this field and we are very pleased to work with her to provide clients with all of their insurance needs.