top of page

SERVICES

Investment Funds

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.

Estate Planning

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.

Education Planning

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. 

Retirement Planning

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.

Tax Planning

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.

Life Insurance

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.

Online Access

​

Our Client Portal is a robust and comprehensive tool to help you keep track of your investment accounts. The Portal has an intuitive, easy-to-navigate interface that provides at-a-glance access to your financial information and investment performance, simple self-registration and password reset, and so much more. As of 2023 they have also released a free mobile app for your phone. 

 

Please Click Here to learn more about the portal and its features.

​

​

Have any questions? Having trouble accessing your account? Please contact our office at mkandassociates@iaprivatewealth.com.

Mortgages provided by referral only

Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc.

Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

© 2024 Marty Kobayashi, Senior Investment Advisor

iA Private Wealth Inc, 6 Sakura Way, Suite 260, North York, ON, M3C 1Z5

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. 

​

* Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

 

Mortgages provided by referral only.

​

iA Private Wealth does not provide income tax preparation services nor do they supervise or review other persons who may provide such services.

CIRO_Regulated_Light.png
bottom of page