Providing A Wide Range of Exceptional Financial Solutions
Every successful relationship is based on trust. Trust is built upon the belief that we are working as a true partnership. Open and honest communication, regular contact and updates allows us to create a comprehensive financial plan that includes: Budget and Cashflow Planning, Investment Planning, Retirement Planning, Tax Planning, Risk Management including insurance and Estate Planning.
Meeting High Standards
iA Private Wealth’s legal and compliance department tracks the activities of all advisors, ensuring that we have the proper credentials and licenses. They also make sure that we do not represent ourselves as something we are not.
They conduct regular audits of advisors to make sure that all regulations are being followed. This also ensures that we give recommendations and hold transactions that are suitable for each client.
The administration team sets up and maintains your accounts. They also send regular statements and confirmations in compliance with what is required by the provincial regulators.
Adhering to Best Practices
We pursue regular education so that we can provide you with dependable advice. Our advice is based on the latest investment, tax, and estate planning facts and philosophies.
On the other hand, our CERTIFIED FINANCIAL PLANNER® professionals and Investment/Insurance Advisors Karin Rimnyak, Ian Barrie, and David Dryburgh endeavor to complete a minimum of 30 hours of continuing education each year. Our advisors also fulfill educational requirements as investment advisors and insurance representatives.