At iA Private Wealth, we offer smart, integrated solutions that help affluent individuals and families enjoy their post-career years with confidence, freedom, and purpose.
We don’t sell products—we solve problems and create strategies that work for your life.
We focus on the areas that matter most to successful retirees:
Maximize your income while minimizing taxes through smart withdrawal strategies and income sources like Social Security, pensions, and annuities.
Manage your assets with disciplined investing that preserves capital and supports long-term growth.
Ensure your wealth passes smoothly to loved ones or causes you care about—with minimal legal and tax hurdles.
Prepare for rising healthcare costs and preserve your savings with smart planning tools
Help your family understand and manage inherited wealth responsibly through education and structured guidance.
Take the first step toward a confident, fulfilling retirement.
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.
