We help our clients plan for and achieve their life-long goals in order to enjoy a Successful Retirement. We accomplish this by building enduring, trusting relationships and working closely with each client to provide outstanding levels of service.
We are guided by our core value of helping clients achieve financial Security, enjoy a Purpose-filled retirement, and create a meaningful Legacy for those they love. To this end, we have developed our Successful Retirement Solution, a holistic planning approach that will help our clients with the following six steps in the process:
Through this process, our clients receive a personalized plan, regular detailed updates, and behavioural coaching to help them stay on course.
*iA Private Wealth do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.