alberta-5036299 (1).jpg

SERVICES

Retirement Planning

Your retirement is our primary concern and we want to ensure you make it there as smoothly and quickly as possible. Our first step is to create a comprehensive retirement projection so you know exactly what to expect in retirement, and exactly what you need to do to get you to your goals. 

Investment Management

Your retirement projection might be the starting point, but investment management is what makes it possible. By working within your risk tolerance, we will come up with an investment portfolio that will help you achieve your goals without taking unnecessary risks.

Tax Planning

Efficient tax planning needs to start early and continue throughout retirement. Tax doesn't disappear when you retire but there are strategies you can use to ensure you are keeping as much of your money as possible. Reducing your tax bill means more money to pursue the retirement lifestyle you want. 

Insurance Planning*

Insurance can be an important component of your financial plan and should not be overlooked. Whether you need insurance to protect your assets and earnings or want to leave a legacy, we can help determine your insurance needs and find the right coverage at the right price. 

*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.

Need more details? Contact us

We are here to assist. Contact us by email or phone.